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 Q2	$401K	Buy	18,945 +6,673	+54%	+$154K	0.02%	785
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PFG Investments's MOS Position: Q2 2026 in Review

PFG Investments increased its The Mosaic Company (MOS) stake by 54% in Q2 2026, buying an estimated $154K and bringing the position to 18,945 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #785.

PFG Investments first reported a position in MOS in Q1 2023 and has held it in 11 quarters since. The position peaked at $466K in Q1 2024. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

PFG Investments held 18,945 shares of The Mosaic Company worth $401K as of Q2 2026.
PFG Investments bought 6,673 The Mosaic Company shares in Q2 2026, an estimated $154K.
The Mosaic Company made up 0.02% of PFG Investments's portfolio in Q2 2026, its #785 holding.
PFG Investments first reported a position in The Mosaic Company in Q1 2023 and has held it in 11 quarters since.
PFG Investments's The Mosaic Company position peaked at $466K in Q1 2024.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.