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Capstone Triton Financial Group’s MongoDB MDB Stock Holding History

Capstone Triton Financial Group’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 		$1.23M Buy
+3,673
New +$1.1M 0.71% 48
2026
Q1 		– Sell
-3,722
Closed -$1.56M – 96
2025
Q4 		$1.56M Hold
3,722
– – 1.03% 40
2025
Q3 		$1.16M Hold
3,722
– – 0.77% 52
2025
Q2 		$782K Buy
+3,722
New +$688K 0.57% 63
2024
Q4 		$1.08M Sell
4,645
-44
-0.9% -$12.4K 0.68% 54
2024
Q3 		$1.27M Sell
4,689
-4,583
-49% -$1.19M 0.81% 45
2024
Q2 		$2.32M Sell
9,272
-124
-1% -$39.2K 1.63% 18
2024
Q1 		$3.37M Sell
9,396
-583
-6% -$238K 2.39% 8
2023
Q4 		$4.08M Sell
9,979
-1,603
-14% -$608K 2.98% 4
2023
Q3 		$4.01M Sell
11,582
-69
-0.6% -$26.2K 2.93% 4
2023
Q2 		$4.79M Sell
11,651
-205
-2% -$59.8K 3.29% 3
2023
Q1 		$2.76M Sell
11,856
-661
-5% -$139K 2.08% 9
2022
Q4 		$2.46M Sell
12,517
-317
-2% -$56.4K 1.98% 14
2022
Q3 		$2.55M Sell
12,834
-53
-0.4% -$15.5K 2.18% 11
2022
Q2 		$4.1M Sell
12,887
-157
-1% -$49.1K 3.1% 4
2022
Q1 		$4.7M Buy
+13,044
New +$5.1M 3.28% 5
2021
Q4 		– Sell
-14,079
Closed -$7.3M – 108
2021
Q3 		$7.3M Sell
14,079
-178
-1% -$71.7K 4.39% 3
2021
Q2 		$5.15M Buy
14,257
+21
+0.1% +$6.5K 3.17% 6
2021
Q1 		$3.81M Sell
14,236
-63
-0.4% -$22.3K 2.52% 7
2020
Q4 		$5.13M Buy
+14,299
New +$3.99M 3.14% 6

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

Capstone Triton Financial Group's MDB Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in MongoDB (MDB) in Q2 2026: 3,673 shares worth $1.23M. The stake represents 0.71% of the portfolio and ranks #48 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in MDB as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in MDB in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.3M in Q3 2021. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Capstone Triton Financial Group held 3,673 shares of MongoDB worth $1.23M as of Q2 2026.
  • MongoDB was a new Capstone Triton Financial Group position in Q2 2026.
  • MongoDB made up 0.71% of Capstone Triton Financial Group's portfolio in Q2 2026, its #48 holding.
  • Capstone Triton Financial Group first reported a position in MongoDB in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's MongoDB position peaked at $7.3M in Q3 2021.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.