JFS Wealth Advisors
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JFS Wealth Advisors’s The Mosaic Company MOS Stock Holding History

JFS Wealth Advisors’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
Q3 		$3.75K Buy
173
+6
+4% +$139 ﹤0.01% 1350
2026
Q2 		$3.54K Sell
167
-131
-44% -$3.03K ﹤0.01% 1419
2026
Q1 		$7.6K Sell
298
-43
-13% -$1.18K ﹤0.01% 1049
2025
Q4 		$8.22K Buy
341
+116
+52% +$3.12K ﹤0.01% 1050
2025
Q3 		$7.8K Sell
225
-92
-29% -$3.17K ﹤0.01% 971
2025
Q2 		$11.6K Hold
317
– – ﹤0.01% 817
2025
Q1 		$8.56K Sell
317
-15
-5% -$397 ﹤0.01% 928
2024
Q4 		$8.16K Sell
332
-116
-26% -$3.03K ﹤0.01% 923
2024
Q3 		$12K Sell
448
-37
-8% -$1.02K ﹤0.01% 793
2024
Q2 		$14K Buy
485
+66
+16% +$1.99K ﹤0.01% 692
2024
Q1 		$13.6K Sell
419
-23
-5% -$733 ﹤0.01% 718
2023
Q4 		$15.8K Sell
442
-121
-21% -$4.27K ﹤0.01% 645
2023
Q3 		$20K Buy
563
+41
+8% +$1.57K ﹤0.01% 552
2023
Q2 		$18.3K Buy
522
+13
+3% +$502 ﹤0.01% 571
2023
Q1 		$23.4K Sell
509
-28
-5% -$1.36K ﹤0.01% 495
2022
Q4 		$23.6K Sell
537
-29
-5% -$1.44K ﹤0.01% 496
2022
Q3 		$27K Sell
566
-69
-11% -$3.57K ﹤0.01% 503
2022
Q2 		$30K Buy
635
+103
+19% +$6.31K ﹤0.01% 504
2022
Q1 		$35K Buy
+532
New +$26.6K ﹤0.01% 491
2016
Q1 		– Sell
-150
Closed -$4K – 649
2015
Q4 		$4K Buy
+150
New +$4.79K ﹤0.01% 468

Other funds holding MOS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JFS Wealth Advisors's MOS Position: Q3 2026 in Review

JFS Wealth Advisors increased its The Mosaic Company (MOS) stake by 3.6% in Q3 2026, buying an estimated $139 and bringing the position to 173 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

JFS Wealth Advisors first reported a position in MOS in Q4 2015 and has held it in 20 quarters since. The position peaked at $35K in Q1 2022. 385 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • JFS Wealth Advisors held 173 shares of The Mosaic Company worth $3.75K as of Q3 2026.
  • JFS Wealth Advisors bought 6 The Mosaic Company shares in Q3 2026, an estimated $139.
  • The Mosaic Company made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1350 holding.
  • JFS Wealth Advisors first reported a position in The Mosaic Company in Q4 2015 and has held it in 20 quarters since.
  • JFS Wealth Advisors's The Mosaic Company position peaked at $35K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.