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Allegiance Financial Group Advisory Services’s MongoDB MDB Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$359K Buy
1,070
+165
+18% +$49.5K 0.06% 124
2026
Q1 		$222K Buy
+905
New +$303K 0.04% 173

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allegiance Financial Group Advisory Services's MDB Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its MongoDB (MDB) stake by 18% in Q2 2026, buying an estimated $49.5K and bringing the position to 1,070 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #124.

Allegiance Financial Group Advisory Services first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,070 shares of MongoDB worth $359K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 165 MongoDB shares in Q2 2026, an estimated $49.5K.
  • MongoDB made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Allegiance Financial Group Advisory Services first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.