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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SYM Financial Corp's MDB Position: Q1 2026 in Review

SYM Financial Corp increased its MongoDB (MDB) stake by 23% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,017 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #261.

SYM Financial Corp first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $346K in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • SYM Financial Corp held 1,017 shares of MongoDB worth $249K as of Q1 2026.
  • SYM Financial Corp bought 193 MongoDB shares in Q1 2026, an estimated $64.6K.
  • MongoDB made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #261 holding.
  • SYM Financial Corp first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's MongoDB position peaked at $346K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.