SYM Financial Corp
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SYM Financial Corp’s MongoDB MDB Stock Holding History

SYM Financial Corp’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
Q3 		$353K Buy
1,014
+191
+23% +$72.1K 0.03% 240
2026
Q2 		$276K Sell
823
-194
-19% -$58.2K 0.02% 274
2026
Q1 		$249K Buy
1,017
+193
+23% +$64.6K 0.02% 261
2025
Q4 		$346K Buy
824
+50
+6% +$18.2K 0.04% 193
2025
Q3 		$240K Buy
+774
New +$199K 0.03% 265

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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

SYM Financial Corp's MDB Position: Q3 2026 in Review

SYM Financial Corp increased its MongoDB (MDB) stake by 23% in Q3 2026, buying an estimated $72.1K and bringing the position to 1,014 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #240.

SYM Financial Corp first reported a position in MDB in Q3 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • SYM Financial Corp held 1,014 shares of MongoDB worth $353K as of Q3 2026.
  • SYM Financial Corp bought 191 MongoDB shares in Q3 2026, an estimated $72.1K.
  • MongoDB made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #240 holding.
  • SYM Financial Corp first reported a position in MongoDB in Q3 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.