IFG Advisory
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IFG Advisory’s MongoDB MDB Stock Holding History

IFG Advisory’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 		$503K Sell
1,443
-6,278
-81% -$2.37M 0.02% 614
2026
Q2 		$2.59M Buy
+7,721
New +$2.32M 0.09% 240
2026
Q1 		– Sell
-7,672
Closed -$3.22M – 678
2025
Q4 		$3.22M Buy
7,672
+208
+3% +$75.7K 0.14% 183
2025
Q3 		$2.32M Buy
+7,464
New +$1.92M 0.11% 214

Other funds holding MDB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

IFG Advisory's MDB Position: Q3 2026 in Review

IFG Advisory reduced its MongoDB (MDB) stake by 81% in Q3 2026, selling an estimated $2.37M and leaving 1,443 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #614.

IFG Advisory first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.22M in Q4 2025. 468 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • IFG Advisory held 1,443 shares of MongoDB worth $503K as of Q3 2026.
  • IFG Advisory sold 6,278 MongoDB shares in Q3 2026, an estimated $2.37M.
  • MongoDB made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #614 holding.
  • IFG Advisory first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • IFG Advisory's MongoDB position peaked at $3.22M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.