Bank of Montreal’s The Mosaic Company MOS Stock Holding History

Bank of Montreal’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
2024 Q1	–	Sell	-125,000	Closed	-$4.58M	–	4171
2023 Q4	$4.58M	Buy	125,000 +25,000	+25%	+$883K	﹤0.01%	1317
2023 Q3	$4.09M	Buy	+100,000	New	+$3.84M	﹤0.01%	1357
2016 Q1	–	Sell	-500	Closed	-$14K	–	4327
2015 Q4	$14K	Hold	500	–	–	﹤0.01%	3519
2015 Q3	$16K	Hold	500	–	–	﹤0.01%	3325
2015 Q2	$23K	Hold	500	–	–	﹤0.01%	3260
2015 Q1	$23K	Sell	500 -178,100	-100%	-$8.69M	﹤0.01%	3220
2014 Q4	$8.15M	Sell	178,600 -60,000	-25%	-$2.66M	0.01%	860
2014 Q3	$10.6M	Sell	238,600 -80,000	-25%	-$3.76M	0.01%	779
2014 Q2	$15.8M	Buy	318,600 +20,000	+7%	+$985K	0.02%	587
2014 Q1	$14.9M	Buy	298,600 +128,100	+75%	+$6.1M	0.02%	523
2013 Q4	$8.06M	Buy	170,500 +140,500	+468%	+$6.52M	0.01%	662
2013 Q3	$1.29M	Sell	30,000 -55,000	-65%	-$2.56M	﹤0.01%	1341
2013 Q2	$4.57M	Buy	+85,000	New	+$5.06M	0.01%	757

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's MOS Position: Q1 2026 in Review

Bank of Montreal reduced its The Mosaic Company (MOS) stake by 10% in Q1 2026, selling an estimated $1.96M and leaving 612,960 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #935.

Bank of Montreal first reported a position in MOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.4M in Q4 2022. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Bank of Montreal held 612,960 shares of The Mosaic Company worth $15.6M as of Q1 2026.
Bank of Montreal sold 71,297 The Mosaic Company shares in Q1 2026, an estimated $1.96M.
The Mosaic Company made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #935 holding.
Bank of Montreal first reported a position in The Mosaic Company in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's The Mosaic Company position peaked at $31.4M in Q4 2022.
693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.