KF
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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
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

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

Krilogy Financial's MOS Position: Q1 2026 in Review

Krilogy Financial reduced its The Mosaic Company (MOS) stake by 15% in Q1 2026, selling an estimated $55K and leaving 11,028 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #777.

Krilogy Financial first reported a position in MOS in Q2 2017 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Krilogy Financial held 11,028 shares of The Mosaic Company worth $273K as of Q1 2026.
  • Krilogy Financial sold 2,005 The Mosaic Company shares in Q1 2026, an estimated $55K.
  • The Mosaic Company made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #777 holding.
  • Krilogy Financial first reported a position in The Mosaic Company in Q2 2017 and has held it in 6 quarters since.
  • Krilogy Financial's The Mosaic Company position peaked at $369K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.