PF
MDB icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Phoenix Financial's MDB Position: Q1 2026 in Review

Phoenix Financial reduced its MongoDB (MDB) stake by 17% in Q1 2026, selling an estimated $234K and leaving 3,362 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #247.

Phoenix Financial first reported a position in MDB in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Phoenix Financial held 3,362 shares of MongoDB worth $823K as of Q1 2026.
  • Phoenix Financial sold 699 MongoDB shares in Q1 2026, an estimated $234K.
  • MongoDB made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #247 holding.
  • Phoenix Financial first reported a position in MongoDB in Q1 2022 and has held it in 5 quarters since.
  • Phoenix Financial's MongoDB position peaked at $1.7M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.