Kestra Private Wealth Services’s MongoDB MDB Stock Holding History

Kestra Private Wealth Services’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	$213K	Buy	+635	New	+$190K	﹤0.01%	1673

Other funds holding MDB

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kestra Private Wealth Services's MDB Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in MongoDB (MDB) in Q2 2026: 635 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings.

229 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Kestra Private Wealth Services held 635 shares of MongoDB worth $213K as of Q2 2026.
MongoDB was a new Kestra Private Wealth Services position in Q2 2026.
MongoDB made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1673 holding.
229 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.