Raymond James Financial
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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
Q2 		$105M Sell
312,208
-19,523
-6% -$5.86M 0.03% 550
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raymond James Financial's MDB Position: Q2 2026 in Review

Raymond James Financial reduced its MongoDB (MDB) stake by 5.9% in Q2 2026, selling an estimated $5.86M and leaving 312,208 shares worth $105M. The position accounts for 0.03% of the portfolio, ranked #550.

Raymond James Financial first reported a position in MDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $125M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Raymond James Financial held 312,208 shares of MongoDB worth $105M as of Q2 2026.
  • Raymond James Financial sold 19,523 MongoDB shares in Q2 2026, an estimated $5.86M.
  • MongoDB made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #550 holding.
  • Raymond James Financial first reported a position in MongoDB in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's MongoDB position peaked at $125M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.