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Bare Financial Services’s MongoDB MDB Stock Holding History

Bare Financial 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 		– Sell
-2
Closed -$490 – 1863
2026
Q1 		$490 Sell
2
-1
-33% -$334 ﹤0.01% 1556
2025
Q4 		$1.26K Hold
3
– – ﹤0.01% 1035
2025
Q3 		$931 Hold
3
– – ﹤0.01% 1040
2025
Q2 		$630 Buy
+3
New +$555 ﹤0.01% 1053

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

Bare Financial Services's MDB Position: Q2 2026 in Review

Bare Financial Services sold out of MongoDB (MDB) in Q2 2026, closing a stake of 2 shares — an estimated $490 sold.

Bare Financial Services first reported a position in MDB in Q2 2025 and held it in 4 quarters. The position peaked at $1.26K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bare Financial Services reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 2 MongoDB shares in Q2 2026, an estimated $490.
  • Bare Financial Services first reported a position in MongoDB in Q2 2025 and held it in 4 quarters.
  • Bare Financial Services's MongoDB position peaked at $1.26K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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