BRWA
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B. Riley Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

B. Riley Wealth Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Sell
600
-59,400
-99% -$36.3M 0.02% 581
2026
Q1 		$322K Buy
+60,000
New +$38.5M 0.02% 564
2025
Q4 		– Sell
-60,000
Closed -$441K – 1117
2025
Q3 		$441K Buy
+60,000
New +$44.7M 0.02% 578
2025
Q2 		– Sell
-600
Closed -$346K – 1250
2025
Q1 		$346K Buy
+600
New +$387K 0.01% 908

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

B. Riley Wealth Advisors's META Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.03% in Q2 2026, buying an estimated $9.17K and bringing the position to 59,413 shares worth $33.4M. The position accounts for 1.79% of the portfolio, ranked #5.

B. Riley Wealth Advisors first reported a position in META in Q2 2013 and has held it in 51 quarters since. The position peaked at $54.2M in Q4 2014. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • B. Riley Wealth Advisors held 59,413 shares of Meta Platforms (Facebook) worth $33.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 15 Meta Platforms (Facebook) shares in Q2 2026, an estimated $9.17K.
  • Meta Platforms (Facebook) made up 1.79% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • B. Riley Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Meta Platforms (Facebook) position peaked at $54.2M in Q4 2014.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.