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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
Q2 		– Sell
-64
Closed -$1.63K – 1071
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

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

TFC Financial Management's MOS Position: Q2 2026 in Review

TFC Financial Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 64 shares — an estimated $1.63K sold.

TFC Financial Management first reported a position in MOS in Q1 2023 and held it in 8 quarters. The position peaked at $6.88K in Q1 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • TFC Financial Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 64 The Mosaic Company shares in Q2 2026, an estimated $1.63K.
  • TFC Financial Management first reported a position in The Mosaic Company in Q1 2023 and held it in 8 quarters.
  • TFC Financial Management's The Mosaic Company position peaked at $6.88K in Q1 2023.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.