CAPTRUST FINANCIAL ADVISORS

Position in MOS — Mosaic Co

CIK 1512024 RALEIGH, NC

Back to MOS Full portfolio

Position in MOS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,600,606

+$561,320 QoQ

Shares Held

122,728

+53.5% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#155

of 656 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Derivatives in MOS

reported options exposure · as of Jun 30, 2026

CallValue

$6,357

CallShares

300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Agricultural Inputs

Basic Materials · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $68,972,250 across 6 Agricultural Inputs names. MOS ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTR	Nutrien Ltd.	757,999	$47,716,037
2	CTVA	Corteva, Inc.	104,315	$8,834,437
3	SMG	Scotts Miracle-Gro Co	116,201	$7,914,450
4	MOS	Mosaic Co This page	122,728	$2,600,606
5	CF	CF Industries Holdings, Inc.	12,722	$1,377,283
6	FMC	Fmc Corp	46,038	$529,437

All Filings in MOS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,600,606	122,728	+53.5%	Shares	Sole	2026-08-13
2026-06-30	$6,357	300	—	Call	Sole	2026-08-13
2026-03-31	$2,039,286	79,972	+77.5%	Shares	Sole	2026-05-15
2025-12-31	$1,085,423	45,057	-34.0%	Shares	Sole	2026-02-17
2025-09-30	$2,367,638	68,271	+102.1%	Shares	Sole	2025-11-19
2025-06-30	$1,232,294	33,780	+134.9%	Shares	Sole	2025-08-15
2025-03-31	$388,430	14,381	+48.7%	Shares	Sole	2025-05-15
2024-12-31	$237,639	9,668	+27.5%	Shares	Sole	2025-02-14
2024-09-30	$203,019	7,581	-16.6%	Shares	Sole	2024-11-14
2024-06-30	$262,787	9,093	+14.6%	Shares	Sole	2024-08-15
2024-03-31	$257,472	7,932	-53.8%	Shares	Sole	2024-05-15
2023-12-31	$613,341	17,166	+31.2%	Shares	Sole	2024-02-14
2023-09-30	$465,648	13,080	-1.4%	Shares	Sole	2023-11-15
2023-06-30	$464,380	13,268	-10.5%	Shares	Sole	2023-08-15
2023-03-31	$680,171	14,825	-9.5%	Shares	Sole	2023-05-15
2022-12-31	$718,853	16,386	-20.7%	Shares	Sole	2023-02-15
2022-09-30	$999,222	20,675	+64.8%	Shares	Sole	2022-11-16
2022-06-30	$592,642	12,548	+12.9%	Shares	Sole	2022-08-23
2022-03-31	$739,214	11,116	+36.3%	Shares	Sole	2022-05-16
2021-12-31	$320,488	8,157	+27.2%	Shares	Sole	2022-02-14
2021-09-30	$229,000	6,411	+16.7%	Shares	Sole	2021-11-16
2021-06-30	$175,249	5,492	-4.7%	Shares	Sole	2021-08-16
2021-03-31	$182,073	5,760	+1012.0%	Shares	Sole	2021-05-17
2020-12-31	$11,919	518	-42.6%	Shares	Sole	2021-02-16
2020-09-30	$16,497	903	+42.7%	Shares	Sole	2020-11-17
2020-06-30	$7,918	633	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.