JNBA Financial Advisors’s The Mosaic Company MOS Stock Holding History

JNBA Financial 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 Q1	$12.8K	Hold	500	–	–	﹤0.01%	466
2025 Q4	$12K	Hold	500	–	–	﹤0.01%	469
2025 Q3	$17.3K	Hold	500	–	–	﹤0.01%	420
2025 Q2	$18.2K	Hold	500	–	–	﹤0.01%	405
2025 Q1	$13.5K	Hold	500	–	–	﹤0.01%	426
2024 Q4	$12.3K	Hold	500	–	–	﹤0.01%	437
2024 Q3	$13.4K	Hold	500	–	–	﹤0.01%	431
2024 Q2	$14.4K	Hold	500	–	–	﹤0.01%	420
2024 Q1	$16.2K	Hold	500	–	–	﹤0.01%	414
2023 Q4	$17.9K	Hold	500	–	–	﹤0.01%	405
2023 Q3	$17.8K	Hold	500	–	–	﹤0.01%	397
2023 Q2	$17.5K	Hold	500	–	–	﹤0.01%	400
2023 Q1	$22.9K	Hold	500	–	–	﹤0.01%	375
2022 Q4	$21.9K	Hold	500	–	–	﹤0.01%	359
2022 Q3	$24K	Hold	500	–	–	﹤0.01%	353
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	373
2022 Q1	$33K	Hold	500	–	–	﹤0.01%	341
2021 Q4	$20K	Hold	500	–	–	﹤0.01%	419
2021 Q3	$18K	Hold	500	–	–	﹤0.01%	433
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	429
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	412
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	425
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	426
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	442
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	445
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	428
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	411
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	404
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	371
2018 Q4	$15K	Buy	+500	New	+$16.5K	﹤0.01%	333
2018 Q3	–	Sell	-500	Closed	-$14K	–	622
2018 Q2	$14K	Hold	500	–	–	﹤0.01%	360
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	358
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	350
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	355
2017 Q2	$11K	Hold	500	–	–	﹤0.01%	346
2017 Q1	$15K	Sell	500 -500	-50%	-$15.4K	﹤0.01%	322
2016 Q4	$29K	Buy	1,000 +705	+239%	+$18.9K	0.01%	256
2016 Q3	$7K	Sell	295 -905	-75%	-$24.7K	﹤0.01%	1131
2016 Q2	$31K	Sell	1,200 -139	-10%	-$3.69K	0.01%	250
2016 Q1	$36K	Buy	1,339 +500	+60%	+$13.1K	0.01%	226
2015 Q4	$23K	Sell	839 -500	-37%	-$16K	0.01%	268
2015 Q3	$42K	Buy	1,339 +300	+29%	+$12.4K	0.02%	199
2015 Q2	$49K	Sell	1,039 -250	-19%	-$11.3K	0.02%	188
2015 Q1	$59K	Buy	1,289 +100	+8%	+$4.88K	0.02%	170
2014 Q4	$54K	Hold	1,189	–	–	0.02%	182
2014 Q3	$53K	Buy	1,189 +700	+143%	+$32.9K	0.02%	185
2014 Q2	$24K	Hold	489	–	–	0.01%	250
2014 Q1	$24K	Sell	489 -300	-38%	-$14.3K	0.01%	233
2013 Q4	$37K	Buy	789 +470	+147%	+$21.8K	0.02%	182
2013 Q3	$14K	Hold	319	–	–	0.01%	281
2013 Q2	$17K	Buy	+319	New	+$19K	0.01%	220

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JNBA Financial Advisors's MOS Position: Q1 2026 in Review

JNBA Financial Advisors held its The Mosaic Company (MOS) position steady in Q1 2026 at 500 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

JNBA Financial Advisors first reported a position in MOS in Q2 2013 and has held it in 51 quarters since. The position peaked at $59K in Q1 2015. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

JNBA Financial Advisors held 500 shares of The Mosaic Company worth $12.8K as of Q1 2026.
JNBA Financial Advisors left its The Mosaic Company share count unchanged in Q1 2026.
The Mosaic Company made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #466 holding.
JNBA Financial Advisors first reported a position in The Mosaic Company in Q2 2013 and has held it in 51 quarters since.
JNBA Financial Advisors's The Mosaic Company position peaked at $59K in Q1 2015.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.