Newbridge Financial Services Group
MOS icon

Newbridge Financial Services Group’s The Mosaic Company MOS Stock Holding History

Newbridge Financial Services 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
Q3 		$117K Hold
5,400
– – 0.01% 301
2026
Q2 		$114K Sell
5,400
-702
-12% -$16.2K 0.01% 320
2026
Q1 		$156K Buy
6,102
+4,000
+190% +$110K 0.03% 249
2025
Q4 		$50.6K Hold
2,102
– – 0.01% 433
2025
Q3 		$72.9K Hold
2,102
– – 0.01% 444
2025
Q2 		$76.7K Sell
2,102
-3,200
-60% -$103K 0.01% 425
2025
Q1 		$143K Buy
5,302
+2,402
+83% +$63.5K 0.03% 225
2024
Q4 		$71.3K Sell
2,900
-1,200
-29% -$31.4K 0.02% 331
2024
Q3 		$110K Buy
4,100
+200
+5% +$5.5K 0.04% 189
2024
Q2 		$113K Hold
3,900
– – 0.04% 250
2024
Q1 		$127K Buy
3,900
+2,000
+105% +$63.7K 0.06% 256
2023
Q4 		$67.9K Hold
1,900
– – 0.03% 334
2023
Q3 		$67.6K Sell
1,900
-1,000
-34% -$38.4K 0.03% 361
2023
Q2 		$102K Buy
2,900
+847
+41% +$32.7K 0.05% 313
2023
Q1 		$94.2K Buy
2,053
+2
+0.1% +$97 0.05% 325
2022
Q4 		$90K Sell
2,051
-500
-20% -$24.8K 0.05% 322
2022
Q3 		$123K Sell
2,551
-16
-0.6% -$827 0.07% 260
2022
Q2 		$121K Buy
2,567
+17
+0.7% +$1.04K 0.08% 236
2022
Q1 		$170K Buy
2,550
+150
+6% +$7.5K 0.08% 224
2021
Q4 		$94K Hold
2,400
– – 0.04% 325
2021
Q3 		$86K Hold
2,400
– – 0.05% 292
2021
Q2 		$77K Hold
2,400
– – 0.05% 332
2021
Q1 		$76K Sell
2,400
-626
-21% -$18.5K 0.06% 304
2020
Q4 		$70K Hold
3,026
– – 0.06% 264
2020
Q3 		$55K Buy
+3,026
New +$49.2K 0.05% 302

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Newbridge Financial Services Group's MOS Position: Q3 2026 in Review

Newbridge Financial Services Group held its The Mosaic Company (MOS) position steady in Q3 2026 at 5,400 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #301.

Newbridge Financial Services Group first reported a position in MOS in Q3 2020 and has held it in 25 quarters since. The position peaked at $170K in Q1 2022. 136 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Newbridge Financial Services Group held 5,400 shares of The Mosaic Company worth $117K as of Q3 2026.
  • Newbridge Financial Services Group left its The Mosaic Company share count unchanged in Q3 2026.
  • The Mosaic Company made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #301 holding.
  • Newbridge Financial Services Group first reported a position in The Mosaic Company in Q3 2020 and has held it in 25 quarters since.
  • Newbridge Financial Services Group's The Mosaic Company position peaked at $170K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.