FFA
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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
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

BlackRock
BlackRock New York $5.7T 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 $110B 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 $61.3B AUM 26.25% 1-Year Est. Return