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Mosaic shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Mosaic

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All positions including Mosaic held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2026-03-31 $442k 17k 25.50
2025-09-30 $290k 8.4k 34.68
2025-06-30 $306k 8.4k 36.48

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Mosaic

FMR
Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Invesco
AQR Capital Management
Geode Capital Management
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
Donald Smith & Co

View all funds holding Mosaic