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Peak Financial Advisors’s MongoDB MDB Stock Holding History

Peak Financial Advisors’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 		$1.56M Buy
+4,657
New +$1.4M 0.65% 40

Other funds holding MDB

Swedbank
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peak Financial Advisors's MDB Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in MongoDB (MDB) in Q2 2026: 4,657 shares worth $1.56M. The stake represents 0.65% of the portfolio and ranks #40 among its holdings.

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

  • Peak Financial Advisors held 4,657 shares of MongoDB worth $1.56M as of Q2 2026.
  • MongoDB was a new Peak Financial Advisors position in Q2 2026.
  • MongoDB made up 0.65% of Peak Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • 119 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.