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Mosaic shares owned by Summit Financial

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Mosaic

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All positions including Mosaic held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 155k 34.68
2025-06-30 $5.5M 150k 36.48
2025-03-31 $3.9M 145k 27.01
2024-12-31 $3.6M 145k 24.58

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Mosaic

Vanguard Group
FMR
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
AQR Capital Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
D. E. Shaw & Co
Northern Trust
Charles Schwab Investment Management
Donald Smith & Co
Citadel Advisors

View all funds holding Mosaic