West Oak Capital’s First Majestic Silver AG Stock Holding History

West Oak Capital’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4	Hold	29	–	–	﹤0.01%	258
2025 Q2	$2	Hold	29	–	–	﹤0.01%	288
2025 Q1	$2	Hold	29	–	–	﹤0.01%	292
2024 Q4	$2K	Hold	29	–	–	﹤0.01%	294
2024 Q3	$2	Hold	29	–	–	﹤0.01%	299
2024 Q2	$172	Hold	29	–	–	﹤0.01%	316
2024 Q1	$0	Hold	29	–	–	﹤0.01%	298
2023 Q4	$0	Hold	29	–	–	﹤0.01%	304
2023 Q3	$0	Hold	29	–	–	﹤0.01%	302
2023 Q2	$164	Hold	29	–	–	﹤0.01%	313
2023 Q1	$209	Hold	29	–	–	﹤0.01%	316
2022 Q4	$0	Hold	29	–	–	﹤0.01%	284
2022 Q3	$0	Hold	29	–	–	﹤0.01%	323
2022 Q2	$0	Hold	29	–	–	﹤0.01%	326
2022 Q1	$0	Hold	29	–	–	﹤0.01%	361
2021 Q4	$0	Hold	29	–	–	﹤0.01%	363
2021 Q3	$0	Hold	29	–	–	﹤0.01%	370
2021 Q2	$0	Hold	29	–	–	﹤0.01%	359
2021 Q1	$0	Buy	29 +15	+107%	+$240	﹤0.01%	345
2020 Q4	$0	Hold	14	–	–	﹤0.01%	320
2020 Q3	$0	Buy	+14	New	+$163	﹤0.01%	303

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

West Oak Capital's AG Position: Q3 2025 in Review

West Oak Capital held its First Majestic Silver (AG) position steady in Q3 2025 at 29 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #258.

West Oak Capital first reported a position in AG in Q3 2020 and has held it in 21 quarters since. The position peaked at $2K in Q4 2024. 271 funds tracked by Wall St. Rank hold AG as of Q3 2025.

West Oak Capital held 29 shares of First Majestic Silver worth $4 as of Q3 2025.
West Oak Capital left its First Majestic Silver share count unchanged in Q3 2025.
First Majestic Silver made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #258 holding.
West Oak Capital first reported a position in First Majestic Silver in Q3 2020 and has held it in 21 quarters since.
West Oak Capital's First Majestic Silver position peaked at $2K in Q4 2024.
271 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.