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Fi3 Financial Advisors’s MongoDB MDB Stock Holding History

Fi3 Financial 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
Q2 		$406K Buy
+1,777
New +$533K 0.1% 118

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

Fi3 Financial Advisors's MDB Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in MongoDB (MDB) in Q2 2026: 1,777 shares worth $406K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings.

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

  • Fi3 Financial Advisors held 1,777 shares of MongoDB worth $406K as of Q2 2026.
  • MongoDB was a new Fi3 Financial Advisors position in Q2 2026.
  • MongoDB made up 0.1% of Fi3 Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.