SFS
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Sowell Financial Services’s The Mosaic Company MOS Stock Holding History

Sowell Financial Services’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 		$445K Buy
21,016
+4,881
+30% +$113K 0.01% 690
2026
Q1 		$411K Sell
16,135
-525
-3% -$14.4K 0.02% 710
2025
Q4 		$401K Buy
+16,660
New +$449K 0.01% 721
2025
Q1 		– Sell
-15,328
Closed -$377K – 1029
2024
Q4 		$377K Buy
15,328
+302
+2% +$7.9K 0.02% 440
2024
Q3 		$402K Buy
15,026
+1,843
+14% +$50.7K 0.02% 469
2024
Q2 		$381K Buy
13,183
+214
+2% +$6.45K 0.02% 468
2024
Q1 		$421K Buy
+12,969
New +$413K 0.02% 475
2023
Q3 		– Sell
-15,340
Closed -$537K – 570
2023
Q2 		$537K Buy
15,340
+10,934
+248% +$423K 0.03% 443
2023
Q1 		$202K Sell
4,406
-22,005
-83% -$1.07M 0.02% 689
2022
Q4 		$1.16M Buy
+26,411
New +$1.31M 0.08% 293
2021
Q2 		– Sell
-172
Closed -$6K – 1883
2021
Q1 		$6K Sell
172
-1
-0.6% -$29 ﹤0.01% 2536
2020
Q4 		$4K Sell
173
-23
-12% -$463 ﹤0.01% 2339
2020
Q3 		$4K Buy
196
+114
+139% +$1.85K ﹤0.01% 2062
2020
Q2 		$1K Buy
82
+23
+39% +$276 ﹤0.01% 2337
2020
Q1 		$1K Hold
59
– – ﹤0.01% 2282
2019
Q4 		$1K Sell
59
-1
-2% -$20 ﹤0.01% 2377
2019
Q3 		$1K Buy
+60
New +$1.31K ﹤0.01% 2270
2019
Q1 		$345K Buy
12,618
+1,219
+11% +$37.2K 0.04% 425
2018
Q4 		$333K Buy
11,399
+784
+7% +$25.8K 0.05% 363
2018
Q3 		$345K Buy
+10,615
New +$320K 0.05% 251

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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
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

Sowell Financial Services's MOS Position: Q2 2026 in Review

Sowell Financial Services increased its The Mosaic Company (MOS) stake by 30% in Q2 2026, buying an estimated $113K and bringing the position to 21,016 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #690.

Sowell Financial Services first reported a position in MOS in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2022. 97 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Sowell Financial Services held 21,016 shares of The Mosaic Company worth $445K as of Q2 2026.
  • Sowell Financial Services bought 4,881 The Mosaic Company shares in Q2 2026, an estimated $113K.
  • The Mosaic Company made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #690 holding.
  • Sowell Financial Services first reported a position in The Mosaic Company in Q3 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's The Mosaic Company position peaked at $1.16M in Q4 2022.
  • 97 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.