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BFSG LLC’s MongoDB MDB Stock Holding History

BFSG LLC’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
Q1 		– Sell
-3,036
Closed -$1.27M – 765
2025
Q4 		$1.27M Buy
+3,036
New +$1.1M 0.12% 154

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFSG LLC's MDB Position: Q1 2026 in Review

BFSG LLC sold out of MongoDB (MDB) in Q1 2026, closing a stake of 3,036 shares — an estimated $1.27M sold.

BFSG LLC first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $1.27M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • BFSG LLC reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • BFSG LLC sold 3,036 MongoDB shares in Q1 2026, an estimated $1.27M.
  • BFSG LLC first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
  • BFSG LLC's MongoDB position peaked at $1.27M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.