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Farther Finance Advisors’s MongoDB MDB Stock Holding History

Farther Finance Advisors’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
Q3 		$825K Sell
2,367
-259
-10% -$97.8K 0.01% 1249
2026
Q2 		$883K Sell
2,626
-265
-9% -$79.5K 0.01% 1178
2026
Q1 		$721K Buy
2,891
+1,172
+68% +$392K 0.01% 1168
2025
Q4 		$722K Buy
1,719
+693
+68% +$252K 0.01% 1088
2025
Q3 		$319K Sell
1,026
-301
-23% -$77.4K ﹤0.01% 1350
2025
Q2 		$279K Buy
1,327
+85
+7% +$15.7K 0.01% 1227
2025
Q1 		$219K Buy
1,242
+452
+57% +$110K 0.01% 1186
2024
Q4 		$184K Sell
790
-87
-10% -$24.6K 0.01% 1023
2024
Q3 		$237K Sell
877
-430
-33% -$112K 0.01% 932
2024
Q2 		$344K Buy
1,307
+571
+78% +$180K 0.02% 615
2024
Q1 		$262K Buy
736
+7
+1% +$2.86K 0.02% 596
2023
Q4 		$298K Buy
729
+278
+62% +$105K 0.02% 444
2023
Q3 		$156K Buy
451
+61
+16% +$23.2K 0.02% 430
2023
Q2 		$160K Buy
390
+16
+4% +$4.67K 0.04% 349
2023
Q1 		$87.2K Sell
374
-104
-22% -$21.8K 0.03% 439
2022
Q4 		$94.1K Buy
+478
New +$85.1K 0.04% 339

Other funds holding MDB

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors's MDB Position: Q3 2026 in Review

Farther Finance Advisors reduced its MongoDB (MDB) stake by 9.9% in Q3 2026, selling an estimated $97.8K and leaving 2,367 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1249.

Farther Finance Advisors first reported a position in MDB in Q4 2022 and has held it in 16 quarters since. The position peaked at $883K in Q2 2026. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Farther Finance Advisors held 2,367 shares of MongoDB worth $825K as of Q3 2026.
  • Farther Finance Advisors sold 259 MongoDB shares in Q3 2026, an estimated $97.8K.
  • MongoDB made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1249 holding.
  • Farther Finance Advisors first reported a position in MongoDB in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's MongoDB position peaked at $883K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.