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Summit Financial, LLC

Position in MOS — Mosaic Co

CIK 1765536 PARSIPPANY, NJ

Position in MOS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,161,781
-$641,722 QoQ
Shares Held
149,211
+0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#142
of 656 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Jun 30, 2026

Summit Financial, LLC holds $10,515,583 across 4 Agricultural Inputs names. MOS ranks #2 (30.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MOS
Mosaic Co
This page
149,211 $3,161,781

All Filings in MOS

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,161,781 149,211
2026-03-31 $3,803,503 149,157
2025-12-31 $3,726,915 154,708
2025-09-30 $5,370,093 154,847
2025-06-30 $5,482,579 150,290
2025-03-31 $3,926,794 145,383
2024-12-31 $3,565,402 145,053