360 Financial’s The Mosaic Company MOS Stock Holding History

360 Financial’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,000	Closed	-$243K	–	88
2025 Q3	$243K	Hold	7,000	–	–	0.08%	71
2025 Q2	$255K	Buy	+7,000	New	+$224K	0.08%	69
2024 Q3	–	Sell	-7,000	Closed	-$202K	–	90
2024 Q2	$202K	Hold	7,000	–	–	0.08%	83
2024 Q1	$227K	Hold	7,000	–	–	0.09%	75
2023 Q4	$250K	Sell	7,000 -800	-10%	-$28.3K	0.11%	71
2023 Q3	$273K	Hold	7,800	–	–	0.17%	54
2023 Q2	$273K	Hold	7,800	–	–	0.14%	69
2023 Q1	$358K	Hold	7,800	–	–	0.19%	63
2022 Q4	$377K	Hold	7,800	–	–	0.24%	51
2022 Q3	$377K	Hold	7,800	–	–	0.25%	51
2022 Q2	$372K	Sell	7,800 -1,200	-13%	-$73.5K	0.22%	51
2022 Q1	$603K	Sell	9,000 -1,000	-10%	-$50K	0.29%	42
2021 Q4	$393K	Sell	10,000 -300	-3%	-$11.5K	0.18%	63
2021 Q3	$368K	Hold	10,300	–	–	0.19%	65
2021 Q2	$329K	Hold	10,300	–	–	0.17%	67
2021 Q1	$326K	Hold	10,300	–	–	0.18%	61
2020 Q4	$237K	Hold	10,300	–	–	0.14%	68
2020 Q3	$188K	Sell	10,300 -70	-0.7%	-$1.14K	0.13%	68
2020 Q2	$133K	Buy	10,370 +1	+0%	+$12	0.11%	63
2020 Q1	$112K	Buy	+10,369	New	+$176K	0.12%	55

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

360 Financial's MOS Position: Q4 2025 in Review

360 Financial sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 7,000 shares — an estimated $243K sold.

360 Financial first reported a position in MOS in Q1 2020 and held it in 20 quarters. The position peaked at $603K in Q1 2022. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

360 Financial reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
360 Financial sold 7,000 The Mosaic Company shares in Q4 2025, an estimated $243K.
360 Financial first reported a position in The Mosaic Company in Q1 2020 and held it in 20 quarters.
360 Financial's The Mosaic Company position peaked at $603K in Q1 2022.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on 360 Financial's 13F filing for Q4 2025, filed 10 Feb 2026.