MOS — MOSAIC CO NEW COM

Ownership history in EVOKE WEALTH, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in MOSAIC CO NEW COM (MOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.0%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,830 +7,433 +1872.3% 0.01% $272K $34.08
2022 Q3 UNCHANGED 397 — 0% 0.00% $19K $43.82
2022 Q2 UNCHANGED 397 — 0% 0.00% $19K $42.72
2022 Q1 ADDED 397 +56 +16.4% 0.00% $26K $60.00
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% of Fund (quarterly)    MOS price (monthly, adj. close)

Other funds also holding MOS

As of 2025 Q4 — sorted by position size

GATE CITY CAPITAL MANAGEMENT, LLC 5.65% AEGIS FINANCIAL CORP 3Y 7Y 4.9% TERRIL BROTHERS, INC. 3Y 7Y 4.81% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 3.93% COLRAIN CAPITAL LLC 3Y 7Y 3.48% Randolph Co Inc 3Y 7Y 3.19% Carolina Wealth Advisors, LLC 3Y 2.56% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.1% DONALD SMITH & CO., INC. 3Y 7Y 2.09% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.04%
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