Mountain Capital Investment Advisors Inc. AG — FIRST MAJESTIC SILVER CORP

Ownership history in Mountain Capital Investment Advisors Inc.  ·  4 quarters on record

AI Ownership Summary

Mountain Capital Investment Advisors Inc. reported FIRST MAJESTIC SILVER CORP (AG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q4. 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.

What this AG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mountain Capital Investment 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
2025 Q4

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

High-water mark
Peak Conviction
0.09% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Mountain Capital Investment 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 23,061 +3,890 +20.3% 0.09% $587K 2026-01-28 $26.18
2025 Q3 REDUCED 19.2% +35.9% ❌ 19,171 -4,564 -19.2% 0.04% $235K 2025-11-12 $12.55
2025 Q2 ADDED — — — 23,735 +3,912 +19.7% 0.04% $198K 2025-07-29 $8.37
2025 Q1 INITIATED — — — 19,823 — — 0.03% $124K 2025-04-28 $6.22

FAQ About Mountain Capital Investment 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 Mountain Capital Investment Advisors Inc. reported owning AG?

Mountain Capital Investment Advisors Inc. reported AG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AG position in Mountain Capital Investment Advisors Inc.'s portfolio?

The largest reported portfolio weight for AG was 0.09% in 2025 Q4.

What is the latest reported AG position on this page?

The most recent filing on this page is 2025 Q4, when Mountain Capital Investment Advisors Inc. reported 23,061 shares, equal to 0.09% of portfolio, with an estimated market value of $587K.

What does the chart on this AG ownership page compare?

The chart compares Mountain Capital Investment 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 Mountain Capital Investment Advisors Inc. time their AG position?

Based on 13F filing dates vs. subsequent AG price moves, Mountain Capital Investment Advisors Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AG relative to SPY over the holding period was +389.3%.

← Back to Mountain Capital Investment Advisors Inc. Holdings