Raymond James Financial’s MongoDB MDB Stock Holding History

Raymond James 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	$79.7M	Buy	331,731 +33,327	+11%	+$11.1M	0.02%	606
2025 Q4	$125M	Sell	298,404 -48,015	-14%	-$17.5M	0.04%	417
2025 Q3	$108M	Sell	346,419 -2,296	-0.7%	-$590K	0.03%	478
2025 Q2	$73.2M	Sell	348,715 -14,714	-4%	-$2.72M	0.03%	582
2025 Q1	$63.7M	Sell	363,429 -25,200	-6%	-$6.14M	0.02%	602
2024 Q4	$90.5M	Buy	+388,629	New	+$110M	0.03%	479

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Raymond James Financial's MDB Position: Q1 2026 in Review

Raymond James Financial increased its MongoDB (MDB) stake by 11% in Q1 2026, buying an estimated $11.1M and bringing the position to 331,731 shares worth $79.7M. The position accounts for 0.02% of the portfolio, ranked #606.

Raymond James Financial first reported a position in MDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $125M in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Raymond James Financial held 331,731 shares of MongoDB worth $79.7M as of Q1 2026.
Raymond James Financial bought 33,327 MongoDB shares in Q1 2026, an estimated $11.1M.
MongoDB made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #606 holding.
Raymond James Financial first reported a position in MongoDB in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's MongoDB position peaked at $125M in Q4 2025.
814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.