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COMPASS FINANCIAL MANAGEMENT LLC’s MongoDB MDB Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$10.3K Buy
+27
New +$8.1K ﹤0.01% 1046

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MDB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in MongoDB (MDB) in Q2 2026: 27 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

603 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 27 shares of MongoDB worth $10.3K as of Q2 2026.
  • MongoDB was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • MongoDB made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1046 holding.
  • 603 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.