TFC Financial Management’s The Mosaic Company MOS Stock Holding History

TFC Financial Management’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	$1.63K	Buy	64 +59	+1,180%	+$1.62K	﹤0.01%	557
2025 Q4	$121	Sell	5 -103	-95%	-$2.77K	﹤0.01%	840
2025 Q3	$3.75K	Hold	108	–	–	﹤0.01%	488
2025 Q2	$3.94K	Buy	108 +98	+980%	+$3.14K	﹤0.01%	440
2025 Q1	$271	Buy	+10	New	+$264	﹤0.01%	714
2024 Q4	–	Sell	-43	Closed	-$1.15K	–	1011
2024 Q3	$1.15K	Buy	+43	New	+$1.18K	﹤0.01%	572
2024 Q1	–	Sell	-11	Closed	-$394	–	913
2023 Q4	$394	Buy	+11	New	+$388	﹤0.01%	632
2023 Q2	–	Sell	-150	Closed	-$6.88K	–	710
2023 Q1	$6.88K	Buy	+150	New	+$7.26K	﹤0.01%	387

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

TFC Financial Management's MOS Position: Q1 2026 in Review

TFC Financial Management increased its The Mosaic Company (MOS) stake by 1,180% in Q1 2026, buying an estimated $1.62K and bringing the position to 64 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

TFC Financial Management first reported a position in MOS in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.88K in Q1 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

TFC Financial Management held 64 shares of The Mosaic Company worth $1.63K as of Q1 2026.
TFC Financial Management bought 59 The Mosaic Company shares in Q1 2026, an estimated $1.62K.
The Mosaic Company made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #557 holding.
TFC Financial Management first reported a position in The Mosaic Company in Q1 2023 and has held it in 8 quarters since.
TFC Financial Management's The Mosaic Company position peaked at $6.88K in Q1 2023.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.