Phoenix Financial’s MongoDB MDB Stock Holding History

Phoenix 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	$1.04M	Sell	3,103 -259	-8%	-$77.7K	0.01%	255
2026 Q1	$823K	Sell	3,362 -699	-17%	-$234K	0.01%	247
2025 Q4	$1.7M	Buy	4,061 +1,717	+73%	+$625K	0.02%	193
2025 Q3	$728K	Buy	+2,344	New	+$603K	0.01%	255
2022 Q3	–	Sell	-936	Closed	-$243K	–	353
2022 Q2	$243K	Buy	936 +168	+22%	+$52.5K	0.01%	341
2022 Q1	$341K	Buy	+768	New	+$300K	0.01%	324

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's MDB Position: Q2 2026 in Review

Phoenix Financial reduced its MongoDB (MDB) stake by 7.7% in Q2 2026, selling an estimated $77.7K and leaving 3,103 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #255.

Phoenix Financial first reported a position in MDB in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Phoenix Financial held 3,103 shares of MongoDB worth $1.04M as of Q2 2026.
Phoenix Financial sold 259 MongoDB shares in Q2 2026, an estimated $77.7K.
MongoDB made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #255 holding.
Phoenix Financial first reported a position in MongoDB in Q1 2022 and has held it in 6 quarters since.
Phoenix Financial's MongoDB position peaked at $1.7M in Q4 2025.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.