Jones Financial Companies
MOS icon

Jones Financial Companies’s The Mosaic Company MOS Stock Holding History

Jones Financial Companies’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 		$319K Buy
12,774
+2,980
+30% +$81.7K ﹤0.01% 2224
2025
Q4 		$236K Buy
9,794
+3,495
+55% +$94.1K ﹤0.01% 1834
2025
Q3 		$222K Sell
6,299
-662
-10% -$22.8K ﹤0.01% 1744
2025
Q2 		$246K Buy
6,961
+1,474
+27% +$47.2K ﹤0.01% 1571
2025
Q1 		$150K Sell
5,487
-2,195
-29% -$58K ﹤0.01% 1609
2024
Q4 		$189K Buy
7,682
+2,867
+60% +$75K ﹤0.01% 1381
2024
Q3 		$130K Buy
4,815
+4,514
+1,500% +$124K ﹤0.01% 1308
2024
Q2 		$8.7K Buy
+301
New +$9.07K ﹤0.01% 1801
2013
Q4 		– Sell
-26
Closed -$1K – 427
2013
Q3 		$1K Sell
26
-16
-38% -$745 ﹤0.01% 694
2013
Q2 		$2K Buy
+42
New +$2.5K ﹤0.01% 730

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's MOS Position: Q1 2026 in Review

Jones Financial Companies increased its The Mosaic Company (MOS) stake by 30% in Q1 2026, buying an estimated $81.7K and bringing the position to 12,774 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Jones Financial Companies first reported a position in MOS in Q2 2013 and has held it in 10 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Jones Financial Companies held 12,774 shares of The Mosaic Company worth $319K as of Q1 2026.
  • Jones Financial Companies bought 2,980 The Mosaic Company shares in Q1 2026, an estimated $81.7K.
  • The Mosaic Company made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2224 holding.
  • Jones Financial Companies first reported a position in The Mosaic Company in Q2 2013 and has held it in 10 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.