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Beacon Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Beacon Financial Group’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 		$3.97M Buy
7,045
+482
+7% +$295K 0.36% 67
2026
Q1 		$3.76M Buy
6,563
+3
+0% +$1.92K 0.37% 70
2025
Q4 		$4.33M Sell
6,560
-378
-5% -$252K 0.43% 63
2025
Q3 		$5.1M Buy
6,938
+213
+3% +$159K 0.5% 47
2025
Q2 		$4.96M Buy
6,725
+450
+7% +$278K 0.52% 51
2025
Q1 		$3.62M Buy
6,275
+148
+2% +$95.5K 0.39% 68
2024
Q4 		$3.59M Sell
6,127
-113
-2% -$66.3K 0.39% 66
2024
Q3 		$3.57M Sell
6,240
-260
-4% -$134K 0.39% 68
2024
Q2 		$3.28M Sell
6,500
-157
-2% -$76.3K 0.37% 70
2024
Q1 		$3.23M Sell
6,657
-172
-3% -$76.7K 0.37% 73
2023
Q4 		$2.42M Buy
6,829
+3,956
+138% +$1.29M 0.29% 89
2023
Q3 		$850K Sell
2,873
-14
-0.5% -$4.22K 0.12% 147
2023
Q2 		$813K Sell
2,887
-90
-3% -$22.2K 0.11% 146
2023
Q1 		$639K Buy
2,977
+472
+19% +$80.4K 0.09% 159
2022
Q4 		$305K Sell
2,505
-8,982
-78% -$1.05M 0.04% 207
2022
Q3 		$1.57M Buy
11,487
+147
+1% +$23.8K 0.24% 95
2022
Q2 		$1.89M Sell
11,340
-494
-4% -$95.3K 0.28% 93
2022
Q1 		$2.66M Buy
11,834
+608
+5% +$152K 0.35% 79
2021
Q4 		$3.8M Buy
11,226
+294
+3% +$97.6K 0.49% 64
2021
Q3 		$3.71M Buy
10,932
+107
+1% +$38.5K 0.5% 64
2021
Q2 		$3.7M Buy
10,825
+304
+3% +$97.5K 0.52% 64
2021
Q1 		$2.61M Hold
10,521
– – 0.41% 74
2020
Q4 		$2.61M Buy
10,521
+207
+2% +$56.7K 0.41% 75
2020
Q3 		$2.7M Buy
10,314
+92
+0.9% +$23.7K 0.48% 61
2020
Q2 		$2.25M Buy
10,222
+191
+2% +$39.9K 0.43% 68
2020
Q1 		$1.67M Sell
10,031
-293
-3% -$57.4K 0.37% 76
2019
Q4 		$2.12M Sell
10,324
-431
-4% -$83.5K 0.27% 82
2019
Q3 		$1.91M Sell
10,755
-623
-5% -$118K 0.32% 84
2019
Q2 		$2.2M Buy
11,378
+156
+1% +$28.5K 0.37% 75
2019
Q1 		$1.87K Sell
11,222
-693
-6% -$110K 0.31% 82
2018
Q4 		$1.59M Buy
11,915
+5,442
+84% +$788K 0.3% 82
2018
Q3 		$1.06M Buy
6,473
+306
+5% +$55.4K 0.18% 100
2018
Q2 		$1.2M Sell
6,167
-111
-2% -$20.1K 0.2% 91
2018
Q1 		$1M Buy
6,278
+1,141
+22% +$205K 0.17% 98
2017
Q4 		$906K Buy
5,137
+69
+1% +$12.2K 0.16% 100
2017
Q3 		$866K Sell
5,068
-1,597
-24% -$267K 0.16% 99
2017
Q2 		$1.01M Sell
6,665
-36
-0.5% -$5.35K 0.19% 87
2017
Q1 		$954K Buy
6,701
+944
+16% +$126K 0.18% 85
2016
Q4 		$662K Buy
5,757
+1,822
+46% +$224K 0.13% 99
2016
Q3 		$504K Buy
3,935
+400
+11% +$49.7K 0.11% 124
2016
Q2 		$404K Hold
3,535
– – 0.09% 131
2016
Q1 		$405K Buy
3,535
+100
+3% +$10.6K 0.09% 135
2015
Q4 		$364K Buy
3,435
+976
+40% +$100K 0.08% 136
2015
Q3 		$213K Sell
2,459
-312
-11% -$28.6K 0.05% 156
2015
Q2 		$237K Sell
2,771
-945
-25% -$77.2K 0.05% 160
2015
Q1 		$310K Sell
3,716
-100
-3% -$7.83K 0.07% 141
2014
Q4 		$302K Hold
3,816
– – 0.06% 142
2014
Q3 		$301K Sell
3,816
-100
-3% -$7.34K 0.07% 153
2014
Q2 		$265K Buy
3,916
+100
+3% +$6.15K 0.06% 151
2014
Q1 		$229K Sell
3,816
-430
-10% -$27.2K 0.05% 163
2013
Q4 		$228K Sell
4,246
-6,518
-61% -$327K 0.04% 175
2013
Q3 		$552K Buy
+10,764
New +$401K 0.12% 118

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Beacon Financial Group's META Position: Q2 2026 in Review

Beacon Financial Group increased its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, buying an estimated $295K and bringing the position to 7,045 shares worth $3.97M. The position accounts for 0.36% of the portfolio, ranked #67.

Beacon Financial Group first reported a position in META in Q3 2013 and has held it in 52 quarters since. The position peaked at $5.1M in Q3 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Beacon Financial Group held 7,045 shares of Meta Platforms (Facebook) worth $3.97M as of Q2 2026.
  • Beacon Financial Group bought 482 Meta Platforms (Facebook) shares in Q2 2026, an estimated $295K.
  • Meta Platforms (Facebook) made up 0.36% of Beacon Financial Group's portfolio in Q2 2026, its #67 holding.
  • Beacon Financial Group first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Meta Platforms (Facebook) position peaked at $5.1M in Q3 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.