Merit Financial Group’s The Mosaic Company MOS Stock Holding History

Merit Financial Group’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	$1.73M	Buy	81,607 +33,760	+71%	+$780K	0.01%	820
2026 Q1	$1.22M	Buy	47,847 +15,551	+48%	+$426K	0.01%	887
2025 Q4	$778K	Sell	32,296 -23,240	-42%	-$626K	0.01%	1054
2025 Q3	$1.93M	Buy	55,536 +26,353	+90%	+$908K	0.02%	588
2025 Q2	$1.06M	Buy	29,183 +6,199	+27%	+$199K	0.01%	759
2025 Q1	$621K	Buy	22,984 +1,946	+9%	+$51.5K	0.01%	842
2024 Q4	$517K	Buy	21,038 +2,008	+11%	+$52.5K	0.01%	719
2024 Q3	$510K	Sell	19,030 -1,958	-9%	-$53.9K	0.01%	550
2024 Q2	$607K	Buy	20,988 +1,225	+6%	+$36.9K	0.01%	539
2024 Q1	$567K	Buy	+19,763	New	+$629K	0.01%	543

Other funds holding MOS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Merit Financial Group's MOS Position: Q2 2026 in Review

Merit Financial Group increased its The Mosaic Company (MOS) stake by 71% in Q2 2026, buying an estimated $780K and bringing the position to 81,607 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #820.

Merit Financial Group first reported a position in MOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2025. 98 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Merit Financial Group held 81,607 shares of The Mosaic Company worth $1.73M as of Q2 2026.
Merit Financial Group bought 33,760 The Mosaic Company shares in Q2 2026, an estimated $780K.
The Mosaic Company made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #820 holding.
Merit Financial Group first reported a position in The Mosaic Company in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's The Mosaic Company position peaked at $1.93M in Q3 2025.
98 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.