KF
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Krilogy Financial’s MongoDB MDB Stock Holding History

Krilogy Financial’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
3,225
+409
+15% +$123K 0.03% 373
2026
Q1 		$707K Buy
2,816
+377
+15% +$126K 0.02% 466
2025
Q4 		$1M Sell
2,439
-11
-0.4% -$4K 0.03% 351
2025
Q3 		$858K Buy
+2,450
New +$630K 0.03% 367

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

Krilogy Financial's MDB Position: Q2 2026 in Review

Krilogy Financial increased its MongoDB (MDB) stake by 15% in Q2 2026, buying an estimated $123K and bringing the position to 3,225 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #373.

Krilogy Financial first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Krilogy Financial held 3,225 shares of MongoDB worth $1.08M as of Q2 2026.
  • Krilogy Financial bought 409 MongoDB shares in Q2 2026, an estimated $123K.
  • MongoDB made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #373 holding.
  • Krilogy Financial first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.