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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
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

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 $3.37T AUM 44.26% 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

SYM Financial Corp's MDB Position: Q2 2026 in Review

SYM Financial Corp reduced its MongoDB (MDB) stake by 19% in Q2 2026, selling an estimated $58.2K and leaving 823 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #274.

SYM Financial Corp first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • SYM Financial Corp held 823 shares of MongoDB worth $276K as of Q2 2026.
  • SYM Financial Corp sold 194 MongoDB shares in Q2 2026, an estimated $58.2K.
  • MongoDB made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #274 holding.
  • SYM Financial Corp first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's MongoDB position peaked at $346K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.