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Larson Financial Group’s MongoDB MDB Stock Holding History

Larson 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 		$170K Buy
505
+234
+86% +$70.2K ﹤0.01% 917
2026
Q1 		$66.3K Buy
271
+33
+14% +$11K ﹤0.01% 1198
2025
Q4 		$99.9K Buy
238
+42
+21% +$15.3K ﹤0.01% 931
2025
Q3 		$60.8K Sell
196
-16
-8% -$4.11K ﹤0.01% 1083
2025
Q2 		$44.5K Buy
212
+186
+715% +$34.4K ﹤0.01% 1115
2025
Q1 		$4.56K Sell
26
-50
-66% -$12.2K ﹤0.01% 1906
2024
Q4 		$17.7K Buy
76
+67
+744% +$18.9K ﹤0.01% 1265
2024
Q3 		$2.43K Hold
9
– – ﹤0.01% 1819
2024
Q2 		$2.25K Buy
+9
New +$2.84K ﹤0.01% 1582
2023
Q4 		– Sell
-5
Closed -$1.73K – 1872
2023
Q3 		$1.73K Buy
+5
New +$1.9K ﹤0.01% 1386

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

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

Larson Financial Group increased its MongoDB (MDB) stake by 86% in Q2 2026, buying an estimated $70.2K and bringing the position to 505 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Larson Financial Group first reported a position in MDB in Q3 2023 and has held it in 10 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Larson Financial Group held 505 shares of MongoDB worth $170K as of Q2 2026.
  • Larson Financial Group bought 234 MongoDB shares in Q2 2026, an estimated $70.2K.
  • MongoDB made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #917 holding.
  • Larson Financial Group first reported a position in MongoDB in Q3 2023 and has held it in 10 quarters since.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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