MOS — Mosaic

Ownership history in SVB WEALTH LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Mosaic (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
0.14% (2015 Q1)
Avg. % of fund
0.03%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,391 +494 +7.2% 0.01% $256K $34.08
2025 Q2 REDUCED 6,897 -2,664 -27.9% 0.01% $252K $35.60
2025 Q1 ADDED 9,561 +2,551 +36.4% 0.01% $258K $26.20
2024 Q1 REDUCED 7,010 -1,256 -15.2% 0.01% $228K $30.50
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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