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Transamerica Financial Advisors’s MongoDB MDB Stock Holding History

Transamerica Financial Advisors’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 		$4.92M Buy
14,653
+4,773
+48% +$1.43M 0.42% 58
2026
Q1 		$2.42M Buy
9,880
+9,064
+1,111% +$3.03M 0.21% 112
2025
Q4 		$342K Buy
816
+786
+2,620% +$286K 0.03% 291
2025
Q3 		$9.31K Buy
+30
New +$7.71K ﹤0.01% 740
2024
Q3 		– Sell
-1
Closed -$1K – 634
2024
Q2 		$1K Hold
1
– – ﹤0.01% 481
2024
Q1 		$1K Sell
1
-7
-88% -$2.86K ﹤0.01% 526
2023
Q4 		$3K Buy
8
+7
+700% +$2.66K ﹤0.01% 344
2023
Q3 		$1K Hold
1
– – ﹤0.01% 541
2023
Q2 		$1K Hold
1
– – ﹤0.01% 512
2023
Q1 		$1K Hold
1
– – ﹤0.01% 494
2022
Q4 		$1K Hold
1
– – ﹤0.01% 565
2022
Q3 		$1K Hold
1
– – ﹤0.01% 533
2022
Q2 		$1K Buy
+1
New +$313 ﹤0.01% 549

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

Transamerica Financial Advisors's MDB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its MongoDB (MDB) stake by 48% in Q2 2026, buying an estimated $1.43M and bringing the position to 14,653 shares worth $4.92M. The position accounts for 0.42% of the portfolio, ranked #58.

Transamerica Financial Advisors first reported a position in MDB in Q2 2022 and has held it in 13 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Transamerica Financial Advisors held 14,653 shares of MongoDB worth $4.92M as of Q2 2026.
  • Transamerica Financial Advisors bought 4,773 MongoDB shares in Q2 2026, an estimated $1.43M.
  • MongoDB made up 0.42% of Transamerica Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Transamerica Financial Advisors first reported a position in MongoDB in Q2 2022 and has held it in 13 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.