Bailard’s The Mosaic Company MOS Stock Holding History

Bailard’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
2026 Q3	$273K	Buy	+12,600	New	+$292K	0.01%	651

Other funds holding MOS

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Bailard's MOS Position: Q3 2026 in Review

Bailard opened a new position in The Mosaic Company (MOS) in Q3 2026: 12,600 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings.

78 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Bailard held 12,600 shares of The Mosaic Company worth $273K as of Q3 2026.
The Mosaic Company was a new Bailard position in Q3 2026.
The Mosaic Company made up 0.01% of Bailard's portfolio in Q3 2026, its #651 holding.
78 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.