PFG Investments’s The Mosaic Company MOS Stock Holding History

PFG Investments’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	$313K	Buy	+12,272	New	+$337K	0.01%	828
2025 Q4	–	Sell	-7,866	Closed	-$273K	–	1193
2025 Q3	$273K	Buy	7,866 +14	+0.2%	+$482	0.01%	835
2025 Q2	$286K	Sell	7,852 -118	-1%	-$3.78K	0.02%	756
2025 Q1	$215K	Buy	+7,970	New	+$211K	0.01%	850
2024 Q4	–	Sell	-11,021	Closed	-$295K	–	1053
2024 Q3	$295K	Sell	11,021 -884	-7%	-$24.3K	0.02%	719
2024 Q2	$344K	Sell	11,905 -2,453	-17%	-$73.9K	0.02%	596
2024 Q1	$466K	Buy	+14,358	New	+$457K	0.03%	560
2023 Q4	–	Sell	-7,356	Closed	-$262K	–	516
2023 Q3	$262K	Sell	7,356 -692	-9%	-$26.6K	0.05%	387
2023 Q2	$282K	Buy	8,048 +2,751	+52%	+$106K	0.05%	379
2023 Q1	$243K	Buy	+5,297	New	+$257K	0.05%	396

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFG Investments's MOS Position: Q1 2026 in Review

PFG Investments opened a new position in The Mosaic Company (MOS) in Q1 2026: 12,272 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: PFG Investments previously reported a position in MOS as recently as Q3 2025.

PFG Investments first reported a position in MOS in Q1 2023 and has held it in 10 quarters since. The position peaked at $466K in Q1 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

PFG Investments held 12,272 shares of The Mosaic Company worth $313K as of Q1 2026.
The Mosaic Company was a new PFG Investments position in Q1 2026.
The Mosaic Company made up 0.01% of PFG Investments's portfolio in Q1 2026, its #828 holding.
PFG Investments first reported a position in The Mosaic Company in Q1 2023 and has held it in 10 quarters since.
PFG Investments's The Mosaic Company position peaked at $466K in Q1 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.