B. Riley Wealth Advisors, Inc. AG FIRST MAJESTIC SILVER CORP

Ownership history in B. Riley Wealth Advisors, Inc.  ·  17 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported FIRST MAJESTIC SILVER CORP (AG) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows AG at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in FIRST MAJESTIC SILVER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B. Riley Wealth Advisors, Inc. held AG — position size vs. price
% of Fund (quarterly)    AG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 99,919 -200,081 -66.7% 0.09% $1.7M 2026-07-14 $16.93
2026 Q1 ADDED 300,000 +203,105 +209.6% 0.00% $59K 2026-04-27 $20.46
2026 Q1 ADDED 96,895 +10,046 +11.6% 0.12% $1.9M 2026-04-27 $20.46
2025 Q4 ADDED 86,849 +83,849 +2795.0% 0.07% $1.4M 2026-02-17 $21.52
2025 Q4 ADDED 3,000 +2,000 +200.0% 0.00% $50K 2026-02-17 $21.52
2025 Q4 REDUCED 98.2% +29.0% 1,000 -55,846 -98.2% 0.00% $17K 2026-02-17 $21.52
2025 Q3 ADDED 56,846 +37,303 +190.9% 0.03% $699K 2025-10-31 $12.76
2025 Q2 ADDED 19,543 +9,001 +85.4% 0.01% $162K 2025-08-19 $8.35
2024 Q1 UNCHANGED 10,542 0% 0.00% $54K 2024-05-16 $7.39
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About B. Riley Wealth Advisors, Inc. and AG

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning AG?

B. Riley Wealth Advisors, Inc. reported AG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AG position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AG was 0.12% in 2026 Q1.

What is the latest reported AG position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 99,919 shares, equal to 0.09% of portfolio, with an estimated market value of $1.7M.

What does the chart on this AG ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly AG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their AG position?

Based on 13F filing dates vs. subsequent AG price moves, B. Riley Wealth Advisors, Inc. correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on AG relative to SPY over the holding period was +0.5%.

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