Putney Financial Group’s MongoDB MDB Stock Holding History

Putney 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
2025 Q3	–	Sell	-60	Closed	-$12.6K	–	197
2025 Q2	$12.6K	Hold	60	–	–	0.01%	204
2025 Q1	$10.5K	Hold	60	–	–	0.01%	198
2024 Q4	$14K	Buy	+60	New	+$16.9K	0.01%	196

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Putney Financial Group's MDB Position: Q3 2025 in Review

Putney Financial Group sold out of MongoDB (MDB) in Q3 2025, closing a stake of 60 shares — an estimated $12.6K sold.

Putney Financial Group first reported a position in MDB in Q4 2024 and held it in 3 quarters. The position peaked at $14K in Q4 2024. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

Putney Financial Group reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
Putney Financial Group sold 60 MongoDB shares in Q3 2025, an estimated $12.6K.
Putney Financial Group first reported a position in MongoDB in Q4 2024 and held it in 3 quarters.
Putney Financial Group's MongoDB position peaked at $14K in Q4 2024.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.