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

Independent 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	$614K	Sell	28,965 -30,032	-51%	-$694K	0.01%	897
2026 Q1	$1.5M	Sell	58,997 -8,687	-13%	-$238K	0.03%	489
2025 Q4	$1.63M	Buy	67,684 +16,670	+33%	+$449K	0.04%	452
2025 Q3	$1.77M	Sell	51,014 -811	-2%	-$27.9K	0.04%	420
2025 Q2	$1.89M	Sell	51,825 -7,406	-13%	-$237K	0.05%	355
2025 Q1	$1.6M	Buy	+59,231	New	+$1.57M	0.06%	348
2022 Q2	–	Sell	-20,150	Closed	-$1.34M	–	776
2022 Q1	$1.34M	Buy	+20,150	New	+$1.01M	0.11%	186

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 $3.37T AUM 44.26% 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

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

Independent Financial Group reduced its The Mosaic Company (MOS) stake by 51% in Q2 2026, selling an estimated $694K and leaving 28,965 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #897.

Independent Financial Group first reported a position in MOS in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.89M in Q2 2025. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Independent Financial Group held 28,965 shares of The Mosaic Company worth $614K as of Q2 2026.
Independent Financial Group sold 30,032 The Mosaic Company shares in Q2 2026, an estimated $694K.
The Mosaic Company made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #897 holding.
Independent Financial Group first reported a position in The Mosaic Company in Q1 2022 and has held it in 7 quarters since.
Independent Financial Group's The Mosaic Company position peaked at $1.89M in Q2 2025.
664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.