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BOK Financial Private Wealth’s The Mosaic Company MOS Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-13
Closed -$320 – 599
2024
Q4 		$320 Buy
+13
New +$340 ﹤0.01% 623

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BOK Financial Private Wealth's MOS Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 13 shares — an estimated $320 sold.

BOK Financial Private Wealth first reported a position in MOS in Q4 2024 and held it in 1 quarter. The position peaked at $320 in Q4 2024. 628 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 13 The Mosaic Company shares in Q1 2025, an estimated $320.
  • BOK Financial Private Wealth first reported a position in The Mosaic Company in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's The Mosaic Company position peaked at $320 in Q4 2024.
  • 628 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.