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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

MOS holding history

Mosaic Co in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MOS overviewAll 13F holders of MOSFull Q2 2026 holdings

Shares (Q2 2026)
122,728
Value
$2.60M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MOS by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122,728$2.60M<0.1%+42,756+53.5%AddedHolders
Q1 202679,972$2.04M<0.1%+34,915+77.5%AddedHolders
Q4 202545,057$1.09M<0.1%−23,214−34.0%ReducedHolders
Q3 202568,271$2.37M<0.1%+34,491+102.1%AddedHolders
Q2 202533,780$1.23M<0.1%+19,399+134.9%AddedHolders
Q1 202514,381$388.4K<0.1%+4,713+48.7%AddedHolders
Q4 20249,668$237.6K<0.1%+2,087+27.5%AddedHolders
Q3 20247,581$203.0K<0.1%−1,512−16.6%ReducedHolders
Q2 20249,093$262.8K<0.1%+1,161+14.6%AddedHolders
Q1 20247,932$257.5K<0.1%−9,234−53.8%ReducedHolders
Q4 202317,166$613.4K<0.1%+4,086+31.2%AddedHolders
Q3 202313,080$447.9K<0.1%−188−1.4%ReducedHolders
Q2 202313,268$464.4K<0.1%−1,557−10.5%ReducedHolders
Q1 202314,825$680.2K<0.1%−1,561−9.5%ReducedHolders
Q4 202216,386$718.8K<0.1%−4,289−20.7%ReducedHolders
Q3 202220,675$999.0K<0.1%+8,127+64.8%AddedHolders
Q2 202212,548$593.0K<0.1%+1,432+12.9%AddedHolders
Q1 202211,116$739.0K<0.1%+2,959+36.3%AddedHolders
Q4 20218,157$320.0K<0.1%+1,746+27.2%AddedHolders
Q3 20216,411$229.0K<0.1%+919+16.7%AddedHolders
Q2 20215,492$175.0K<0.1%−268−4.7%ReducedHolders
Q1 20215,760$182.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.