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James T. Borello RIA’s The Mosaic Company MOS Stock Holding History

James T. Borello RIA’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
Q3 		$152 Sell
7
-2
-22% -$46 ﹤0.01% 1162
2026
Q2 		$191 Buy
+9
New +$208 ﹤0.01% 1135
2025
Q4 		– Sell
-15
Closed -$520 – 1171
2025
Q3 		$520 Buy
+15
New +$517 ﹤0.01% 870

Other funds holding MOS

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

James T. Borello RIA's MOS Position: Q3 2026 in Review

James T. Borello RIA reduced its The Mosaic Company (MOS) stake by 22% in Q3 2026, selling an estimated $46 and leaving 7 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

James T. Borello RIA first reported a position in MOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $520 in Q3 2025. 61 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • James T. Borello RIA held 7 shares of The Mosaic Company worth $152 as of Q3 2026.
  • James T. Borello RIA sold 2 The Mosaic Company shares in Q3 2026, an estimated $46.
  • The Mosaic Company made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1162 holding.
  • James T. Borello RIA first reported a position in The Mosaic Company in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's The Mosaic Company position peaked at $520 in Q3 2025.
  • 61 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.