Bank of Montreal’s MongoDB MDB Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-18,000	Closed	-$3.16M	–	3650
2025 Q1	$3.16M	Buy	+18,000	New	+$4.39M	﹤0.01%	1345
2024 Q1	–	Sell	-32,300	Closed	-$13.5M	–	4155
2023 Q4	$13.5M	Hold	32,300	–	–	﹤0.01%	919
2023 Q3	$11.9M	Hold	32,300	–	–	﹤0.01%	913
2023 Q2	$13.3M	Hold	32,300	–	–	﹤0.01%	898
2023 Q1	$7.53M	Buy	32,300 +15,400	+91%	+$3.23M	﹤0.01%	1041
2022 Q4	$3.35M	Buy	+16,900	New	+$3.01M	﹤0.01%	1519
2021 Q4	–	Sell	-200,000	Closed	-$93M	–	3714
2021 Q3	$93M	Buy	+200,000	New	+$80.6M	0.04%	364
2020 Q1	–	Sell	-108,100	Closed	-$14.2M	–	4443
2019 Q4	$14.2M	Buy	+108,100	New	+$14.2M	0.01%	815
2018 Q4	–	Sell	-25,000	Closed	-$2.04M	–	4767
2018 Q3	$2.04M	Hold	25,000	–	–	﹤0.01%	1663
2018 Q2	$1.24M	Buy	+25,000	New	+$1.12M	﹤0.01%	1894

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's MDB Position: Q2 2026 in Review

Bank of Montreal reduced its MongoDB (MDB) stake by 57% in Q2 2026, selling an estimated $3.6M and leaving 9,151 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Bank of Montreal first reported a position in MDB in Q2 2018 and has held it in 33 quarters since. The position peaked at $178M in Q3 2021. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Bank of Montreal held 9,151 shares of MongoDB worth $3.07M as of Q2 2026.
Bank of Montreal sold 11,993 MongoDB shares in Q2 2026, an estimated $3.6M.
MongoDB made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1554 holding.
Bank of Montreal first reported a position in MongoDB in Q2 2018 and has held it in 33 quarters since.
Bank of Montreal's MongoDB position peaked at $178M in Q3 2021.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.