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Bleakley Financial Group’s The Mosaic Company MOS Stock Holding History

Bleakley Financial Group’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
Q2 		$5.97M Buy
281,809
+68,621
+32% +$1.59M 0.08% 211
2026
Q1 		$5.44M Buy
213,188
+77,443
+57% +$2.12M 0.09% 197
2025
Q4 		$3.27M Buy
135,745
+2,080
+2% +$56K 0.06% 263
2025
Q3 		$4.64M Buy
133,665
+16,686
+14% +$575K 0.11% 163
2025
Q2 		$4.27M Buy
116,979
+16,559
+16% +$531K 0.11% 168
2025
Q1 		$2.71M Buy
100,420
+13,679
+16% +$362K 0.09% 200
2024
Q4 		$2.13M Sell
86,741
-3,112
-3% -$81.4K 0.06% 246
2024
Q3 		$2.41M Sell
89,853
-88,237
-50% -$2.43M 0.07% 219
2024
Q2 		$5.15M Sell
178,090
-6,116
-3% -$184K 0.15% 130
2024
Q1 		$5.98M Buy
184,206
+118,857
+182% +$3.79M 0.17% 116
2023
Q4 		$2.33M Buy
65,349
+5,643
+9% +$199K 0.07% 250
2023
Q3 		$2.13M Buy
59,706
+1,004
+2% +$38.5K 0.07% 241
2023
Q2 		$2.05M Buy
58,702
+12,173
+26% +$470K 0.06% 266
2023
Q1 		$2.13M Buy
46,529
+3,813
+9% +$185K 0.07% 240
2022
Q4 		$1.87M Buy
+42,716
New +$2.11M 0.07% 258

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 $3.37T AUM 44.26% 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

Bleakley Financial Group's MOS Position: Q2 2026 in Review

Bleakley Financial Group increased its The Mosaic Company (MOS) stake by 32% in Q2 2026, buying an estimated $1.59M and bringing the position to 281,809 shares worth $5.97M. The position accounts for 0.08% of the portfolio, ranked #211.

Bleakley Financial Group first reported a position in MOS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.98M in Q1 2024. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bleakley Financial Group held 281,809 shares of The Mosaic Company worth $5.97M as of Q2 2026.
  • Bleakley Financial Group bought 68,621 The Mosaic Company shares in Q2 2026, an estimated $1.59M.
  • The Mosaic Company made up 0.08% of Bleakley Financial Group's portfolio in Q2 2026, its #211 holding.
  • Bleakley Financial Group first reported a position in The Mosaic Company in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's The Mosaic Company position peaked at $5.98M in Q1 2024.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.