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Independent Financial Group’s MongoDB MDB Stock Holding History

Independent Financial Group’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 		$1.08M Buy
3,230
+755
+31% +$226K 0.02% 653
2026
Q1 		$606K Sell
2,475
-626
-20% -$209K 0.01% 835
2025
Q4 		$1.3M Sell
3,101
-25
-0.8% -$9.1K 0.03% 530
2025
Q3 		$970K Sell
3,126
-580
-16% -$149K 0.02% 606
2025
Q2 		$778K Buy
3,706
+1,845
+99% +$341K 0.02% 623
2025
Q1 		$326K Buy
1,861
+214
+13% +$52.1K 0.01% 894
2024
Q4 		$383K Sell
1,647
-24
-1% -$6.78K 0.01% 799
2024
Q3 		$452K Sell
1,671
-2,579
-61% -$670K 0.02% 696
2024
Q2 		$1.06M Sell
4,250
-1,578
-27% -$498K 0.04% 389
2024
Q1 		$2.09M Sell
5,828
-452
-7% -$185K 0.1% 210
2023
Q4 		$2.57M Buy
6,280
+4,722
+303% +$1.79M 0.14% 165
2023
Q3 		$539K Sell
1,558
-2,579
-62% -$979K 0.04% 471
2023
Q2 		$1.7M Buy
4,137
+2,890
+232% +$843K 0.12% 193
2023
Q1 		$291K Buy
+1,247
New +$262K 0.02% 617
2022
Q2 		– Sell
-575
Closed -$255K – 772
2022
Q1 		$255K Sell
575
-105
-15% -$41.1K 0.02% 657
2021
Q4 		$360K Buy
680
+135
+25% +$69.1K 0.03% 523
2021
Q3 		$257K Buy
+545
New +$220K 0.03% 580

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

Independent Financial Group's MDB Position: Q2 2026 in Review

Independent Financial Group increased its MongoDB (MDB) stake by 31% in Q2 2026, buying an estimated $226K and bringing the position to 3,230 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #653.

Independent Financial Group first reported a position in MDB in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2023. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Independent Financial Group held 3,230 shares of MongoDB worth $1.08M as of Q2 2026.
  • Independent Financial Group bought 755 MongoDB shares in Q2 2026, an estimated $226K.
  • MongoDB made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #653 holding.
  • Independent Financial Group first reported a position in MongoDB in Q3 2021 and has held it in 17 quarters since.
  • Independent Financial Group's MongoDB position peaked at $2.57M in Q4 2023.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.