AF
MOS icon

Allworth Financial’s The Mosaic Company MOS Stock Holding History

Allworth 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 		– Hold
0
– -$3.47K – 5188
2025
Q3 		– Hold
0
– – – 3742

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Allworth Financial's MOS Position: Q2 2026 in Review

Allworth Financial increased its The Mosaic Company (MOS) stake by 102% in Q2 2026, buying an estimated $229K and bringing the position to 19,672 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Allworth Financial first reported a position in MOS in Q1 2017 and has held it in 32 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Allworth Financial held 19,672 shares of The Mosaic Company worth $417K as of Q2 2026.
  • Allworth Financial bought 9,921 The Mosaic Company shares in Q2 2026, an estimated $229K.
  • The Mosaic Company made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1076 holding.
  • Allworth Financial first reported a position in The Mosaic Company in Q1 2017 and has held it in 32 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.