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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Bank of Montreal's MOS Position: Q2 2026 in Review

Bank of Montreal increased its The Mosaic Company (MOS) stake by 46% in Q2 2026, buying an estimated $6.49M and bringing the position to 893,900 shares worth $18.9M. The position accounts for 0.01% of the portfolio, ranked #941.

Bank of Montreal first reported a position in MOS in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.4M in Q4 2022. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Bank of Montreal held 893,900 shares of The Mosaic Company worth $18.9M as of Q2 2026.
Bank of Montreal bought 280,940 The Mosaic Company shares in Q2 2026, an estimated $6.49M.
The Mosaic Company made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #941 holding.
Bank of Montreal first reported a position in The Mosaic Company in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's The Mosaic Company position peaked at $31.4M in Q4 2022.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.