Jones Financial Companies’s MongoDB MDB Stock Holding History

Jones Financial Companies’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	$69.8M	Buy	222,323 +168,254	+311%	+$50.5M	0.03%	323
2026 Q1	$12.7M	Buy	54,069 +50,760	+1,534%	+$17M	0.01%	741
2025 Q4	$1.39M	Buy	3,309 +868	+36%	+$316K	﹤0.01%	1104
2025 Q3	$777K	Hold	2,441	–	–	﹤0.01%	1222
2025 Q2	$512K	Buy	2,441 +586	+32%	+$108K	﹤0.01%	1266
2025 Q1	$330K	Buy	1,855 +835	+82%	+$203K	﹤0.01%	1297
2024 Q4	$237K	Buy	1,020 +413	+68%	+$117K	﹤0.01%	1277
2024 Q3	$164K	Sell	607 -37	-6%	-$9.61K	﹤0.01%	1206
2024 Q2	$161K	Buy	644 +601	+1,398%	+$190K	﹤0.01%	902
2024 Q1	$15.4K	Buy	43 +42	+4,200%	+$17.2K	﹤0.01%	959
2023 Q4	$409	Buy	+1	New	+$379	﹤0.01%	997
2022 Q3	–	Sell	-1	Closed	–	–	658
2022 Q2	$0	Buy	+1	New	+$313	﹤0.01%	798

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

Jones Financial Companies's MDB Position: Q2 2026 in Review

Jones Financial Companies increased its MongoDB (MDB) stake by 311% in Q2 2026, buying an estimated $50.5M and bringing the position to 222,323 shares worth $69.8M. The position accounts for 0.03% of the portfolio, ranked #323.

Jones Financial Companies first reported a position in MDB in Q2 2022 and has held it in 12 quarters since. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Jones Financial Companies held 222,323 shares of MongoDB worth $69.8M as of Q2 2026.
Jones Financial Companies bought 168,254 MongoDB shares in Q2 2026, an estimated $50.5M.
MongoDB made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #323 holding.
Jones Financial Companies first reported a position in MongoDB in Q2 2022 and has held it in 12 quarters since.
866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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