WFC
MDB icon

Western Financial Corp’s MongoDB MDB Stock Holding History

Western 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 		– Sell
-3,011
Closed -$737K – 139
2026
Q1 		$737K Buy
+3,011
New +$1.01M 0.29% 68
2024
Q2 		– Sell
-2,278
Closed -$817K – 123
2024
Q1 		$817K Buy
2,278
+640
+39% +$261K 0.5% 63
2023
Q4 		$670K Sell
1,638
-1
-0.1% -$379 0.45% 72
2023
Q3 		$567K Buy
+1,639
New +$622K 0.42% 83

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Western Financial Corp sold out of MongoDB (MDB) in Q2 2026, closing a stake of 3,011 shares — an estimated $737K sold.

Western Financial Corp first reported a position in MDB in Q3 2023 and held it in 4 quarters. The position peaked at $817K in Q1 2024. 281 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Western Financial Corp reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Western Financial Corp sold 3,011 MongoDB shares in Q2 2026, an estimated $737K.
  • Western Financial Corp first reported a position in MongoDB in Q3 2023 and held it in 4 quarters.
  • Western Financial Corp's MongoDB position peaked at $817K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.