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Moody National Bank Trust Division’s MongoDB MDB Stock Holding History

Moody National Bank Trust Division’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
Q3 		$291K Sell
836
-287
-26% -$108K 0.02% 425
2026
Q2 		$377K Buy
1,123
+34
+3% +$10.2K 0.03% 380
2026
Q1 		$267K Buy
1,089
+11
+1% +$3.68K 0.03% 435
2025
Q4 		$452K Sell
1,078
-661
-38% -$240K 0.04% 349
2025
Q3 		$540K Sell
1,739
-58
-3% -$14.9K 0.05% 339
2025
Q2 		$377K Buy
1,797
+46
+3% +$8.5K 0.03% 374
2025
Q1 		$307K Buy
1,751
+93
+6% +$22.7K 0.03% 403
2024
Q4 		$386K Sell
1,658
-83
-5% -$23.4K 0.04% 374
2024
Q3 		$471K Buy
1,741
+188
+12% +$48.8K 0.05% 352
2024
Q2 		$388K Buy
1,553
+61
+4% +$19.3K 0.03% 349
2024
Q1 		$535K Buy
1,492
+46
+3% +$18.8K 0.04% 320
2023
Q4 		$591K Sell
1,446
-195
-12% -$74K 0.05% 301
2023
Q3 		$568K Buy
1,641
+295
+22% +$112K 0.04% 348
2023
Q2 		$553K Buy
1,346
+38
+3% +$11.1K 0.04% 348
2023
Q1 		$305K Sell
1,308
-3
-0.2% -$630 0.03% 508
2022
Q4 		$258K Sell
1,311
-8
-0.6% -$1.42K 0.02% 519
2022
Q3 		$261K Hold
1,319
– – 0.03% 508
2022
Q2 		$343K Sell
1,319
-1,662
-56% -$520K 0.04% 369
2022
Q1 		$1.32M Sell
2,981
-26
-0.9% -$10.2K 0.04% 173
2021
Q4 		$1.59M Sell
3,007
-15,206
-83% -$7.79M 0.05% 164
2021
Q3 		$8.59M Sell
18,213
-7
-0% -$2.82K 0.13% 98
2021
Q2 		$6.59M Hold
18,220
– – 0.13% 136
2021
Q1 		$4.87M Buy
+18,220
New +$6.45M 0.12% 173

Other funds holding MDB

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Moody National Bank Trust Division's MDB Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its MongoDB (MDB) stake by 26% in Q3 2026, selling an estimated $108K and leaving 836 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #425.

Moody National Bank Trust Division first reported a position in MDB in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.59M in Q3 2021. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Moody National Bank Trust Division held 836 shares of MongoDB worth $291K as of Q3 2026.
  • Moody National Bank Trust Division sold 287 MongoDB shares in Q3 2026, an estimated $108K.
  • MongoDB made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #425 holding.
  • Moody National Bank Trust Division first reported a position in MongoDB in Q1 2021 and has held it in 23 quarters since.
  • Moody National Bank Trust Division's MongoDB position peaked at $8.59M in Q3 2021.
  • 24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.