TFC Financial Management’s MongoDB MDB Stock Holding History

TFC Financial Management’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	$1.01K	Hold	3	–	–	﹤0.01%	649
2026 Q1	$735	Hold	3	–	–	﹤0.01%	649
2025 Q4	$1.26K	Hold	3	–	–	﹤0.01%	584
2025 Q3	$932	Hold	3	–	–	﹤0.01%	631
2025 Q2	$630	Buy	3 +2	+200%	+$370	﹤0.01%	644
2025 Q1	$176	Buy	+1	New	+$244	﹤0.01%	741
2024 Q2	–	Sell	-2	Closed	-$718	–	1045
2024 Q1	$718	Buy	2 +1	+100%	+$409	﹤0.01%	590
2023 Q4	$409	Hold	1	–	–	﹤0.01%	628
2023 Q3	$346	Hold	1	–	–	﹤0.01%	649
2023 Q2	$411	Buy	+1	New	+$292	﹤0.01%	603

Other funds holding MDB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

TFC Financial Management's MDB Position: Q2 2026 in Review

TFC Financial Management held its MongoDB (MDB) position steady in Q2 2026 at 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

TFC Financial Management first reported a position in MDB in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.26K in Q4 2025. 341 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

TFC Financial Management held 3 shares of MongoDB worth $1.01K as of Q2 2026.
TFC Financial Management left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #649 holding.
TFC Financial Management first reported a position in MongoDB in Q2 2023 and has held it in 10 quarters since.
TFC Financial Management's MongoDB position peaked at $1.26K in Q4 2025.
341 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.