Johnson Financial Group Inc (Wisconsin)’s MongoDB MDB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$3.69K	Buy	11 +6	+120%	+$1.8K	﹤0.01%	717
2026 Q1	$1.22K	Hold	5	–	–	﹤0.01%	843
2025 Q4	$2.1K	Hold	5	–	–	﹤0.01%	806
2025 Q3	$1.55K	Buy	+5	New	+$1.28K	﹤0.01%	960
2025 Q2	–	Sell	-312	Closed	-$54.7K	–	825
2025 Q1	$54.7K	Buy	+312	New	+$76K	﹤0.01%	594
2024 Q2	–	Sell	-3	Closed	-$1.08K	–	908
2024 Q1	$1.08K	Hold	3	–	–	﹤0.01%	677
2023 Q4	$1.23K	Buy	+3	New	+$1.14K	﹤0.01%	777
2022 Q3	–	Sell	-4	Closed	-$1K	–	723
2022 Q2	$1K	Buy	+4	New	+$1.25K	﹤0.01%	649

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Johnson Financial Group Inc (Wisconsin)'s MDB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its MongoDB (MDB) stake by 120% in Q2 2026, buying an estimated $1.8K and bringing the position to 11 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Johnson Financial Group Inc (Wisconsin) first reported a position in MDB in Q2 2022 and has held it in 8 quarters since. The position peaked at $54.7K in Q1 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 11 shares of MongoDB worth $3.69K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 6 MongoDB shares in Q2 2026, an estimated $1.8K.
MongoDB made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #717 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in MongoDB in Q2 2022 and has held it in 8 quarters since.
Johnson Financial Group Inc (Wisconsin)'s MongoDB position peaked at $54.7K in Q1 2025.
866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.