KF
MOS icon

Krilogy Financial’s The Mosaic Company MOS Stock Holding History

Krilogy Financial’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 		$738K Buy
34,831
+23,803
+216% +$550K 0.02% 489
2026
Q1 		$273K Sell
11,028
-2,005
-15% -$55K 0.01% 777
2025
Q4 		$369K Buy
13,033
+1,763
+16% +$47.5K 0.01% 653
2025
Q3 		$295K Buy
+11,270
New +$388K 0.01% 690
2018
Q1 		– Sell
-200
Closed -$5K – 795
2017
Q4 		$5K Sell
200
-1,500
-88% -$34.5K ﹤0.01% 603
2017
Q3 		$37K Hold
1,700
– – 0.01% 388
2017
Q2 		$39K Buy
+1,700
New +$41.7K 0.01% 347

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 $3.37T AUM 44.26% 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

Krilogy Financial's MOS Position: Q2 2026 in Review

Krilogy Financial increased its The Mosaic Company (MOS) stake by 216% in Q2 2026, buying an estimated $550K and bringing the position to 34,831 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #489.

Krilogy Financial first reported a position in MOS in Q2 2017 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Krilogy Financial held 34,831 shares of The Mosaic Company worth $738K as of Q2 2026.
  • Krilogy Financial bought 23,803 The Mosaic Company shares in Q2 2026, an estimated $550K.
  • The Mosaic Company made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #489 holding.
  • Krilogy Financial first reported a position in The Mosaic Company in Q2 2017 and has held it in 7 quarters since.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.