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Summit Financial’s The Mosaic Company MOS Stock Holding History

Summit Financial’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 		$3.16M Buy
149,211
+54
+0% +$1.25K 0.03% 480
2026
Q1 		$3.8M Sell
149,157
-5,551
-4% -$152K 0.05% 386
2025
Q4 		$3.73M Sell
154,708
-139
-0.1% -$3.74K 0.05% 328
2025
Q3 		$5.37M Buy
154,847
+4,557
+3% +$157K 0.08% 241
2025
Q2 		$5.48M Buy
150,290
+4,907
+3% +$157K 0.12% 150
2025
Q1 		$3.93M Buy
145,383
+330
+0.2% +$8.73K 0.11% 160
2024
Q4 		$3.57M Buy
+145,053
New +$3.79M 0.13% 140

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Summit Financial's MOS Position: Q2 2026 in Review

Summit Financial increased its The Mosaic Company (MOS) stake by 0.04% in Q2 2026, buying an estimated $1.25K and bringing the position to 149,211 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #480.

Summit Financial first reported a position in MOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.48M in Q2 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Summit Financial held 149,211 shares of The Mosaic Company worth $3.16M as of Q2 2026.
  • Summit Financial bought 54 The Mosaic Company shares in Q2 2026, an estimated $1.25K.
  • The Mosaic Company made up 0.03% of Summit Financial's portfolio in Q2 2026, its #480 holding.
  • Summit Financial first reported a position in The Mosaic Company in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's The Mosaic Company position peaked at $5.48M in Q2 2025.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.