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Barnes Pettey Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Barnes Pettey Financial 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 		$852K Sell
1,513
-6
-0.4% -$3.67K 0.27% 76
2026
Q1 		$869K Buy
1,519
+15
+1% +$9.61K 0.38% 62
2025
Q4 		$993K Buy
1,504
+93
+7% +$62.1K 0.49% 47
2025
Q3 		$1.04M Sell
1,411
-138
-9% -$103K 0.57% 40
2025
Q2 		$1.14M Hold
1,549
– – 0.76% 30
2025
Q1 		$893K Sell
1,549
-20
-1% -$12.9K 0.69% 34
2024
Q4 		$919K Hold
1,569
– – 0.7% 32
2024
Q3 		$898K Hold
1,569
– – 0.72% 31
2024
Q2 		$791K Hold
1,569
– – 0.68% 31
2024
Q1 		$762K Sell
1,569
-2
-0.1% -$892 0.66% 32
2023
Q4 		$556K Sell
1,571
-33
-2% -$10.7K 0.45% 51
2023
Q3 		$482K Sell
1,604
-805
-33% -$243K 0.44% 53
2023
Q2 		$691K Hold
2,409
– – 0.6% 39
2023
Q1 		$511K Hold
2,409
– – 0.49% 50
2022
Q4 		$290K Sell
2,409
-100
-4% -$11.7K 0.3% 73
2022
Q3 		$340K Sell
2,509
-200
-7% -$32.4K 0.46% 57
2022
Q2 		$437K Hold
2,709
– – 0.56% 48
2022
Q1 		$602K Buy
2,709
+800
+42% +$200K 0.73% 38
2021
Q4 		$642K Buy
+1,909
New +$634K 0.74% 37

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Barnes Pettey Financial Advisors's META Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.39% in Q2 2026, selling an estimated $3.67K and leaving 1,513 shares worth $852K. The position accounts for 0.27% of the portfolio, ranked #76.

Barnes Pettey Financial Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2025. 2,271 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Barnes Pettey Financial Advisors held 1,513 shares of Meta Platforms (Facebook) worth $852K as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 6 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.67K.
  • Meta Platforms (Facebook) made up 0.27% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Barnes Pettey Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Meta Platforms (Facebook) position peaked at $1.14M in Q2 2025.
  • 2,271 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.