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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
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

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

IFG Advisory's MDB Position: Q2 2026 in Review

IFG Advisory opened a new position in MongoDB (MDB) in Q2 2026: 7,721 shares worth $2.59M. The stake represents 0.09% of the portfolio and ranks #240 among its holdings. This is a return to the name: IFG Advisory previously reported a position in MDB as recently as Q4 2025.

IFG Advisory first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.22M in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • IFG Advisory held 7,721 shares of MongoDB worth $2.59M as of Q2 2026.
  • MongoDB was a new IFG Advisory position in Q2 2026.
  • MongoDB made up 0.09% of IFG Advisory's portfolio in Q2 2026, its #240 holding.
  • IFG Advisory first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • IFG Advisory's MongoDB position peaked at $3.22M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.