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
Q2 		$402K Buy
17,974
+5,200
+41% +$120K ﹤0.01% 2303
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Jones Financial Companies's MOS Position: Q2 2026 in Review

Jones Financial Companies increased its The Mosaic Company (MOS) stake by 41% in Q2 2026, buying an estimated $120K and bringing the position to 17,974 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Jones Financial Companies first reported a position in MOS in Q2 2013 and has held it in 11 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Jones Financial Companies held 17,974 shares of The Mosaic Company worth $402K as of Q2 2026.
  • Jones Financial Companies bought 5,200 The Mosaic Company shares in Q2 2026, an estimated $120K.
  • The Mosaic Company made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2303 holding.
  • Jones Financial Companies first reported a position in The Mosaic Company in Q2 2013 and has held it in 11 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.