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

Berger 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
Q1 		$7.76M Buy
13,563
+7,885
+139% +$5.05M 0.43% 46
2025
Q4 		$3.75M Buy
5,678
+157
+3% +$105K 0.22% 101
2025
Q3 		$4.05M Buy
5,521
+384
+7% +$286K 0.24% 95
2025
Q2 		$3.79M Buy
5,137
+137
+3% +$84.7K 0.25% 96
2025
Q1 		$2.88M Buy
5,000
+335
+7% +$216K 0.2% 107
2024
Q4 		$2.73M Buy
4,665
+114
+3% +$66.9K 0.19% 108
2024
Q3 		$2.61M Buy
4,551
+496
+12% +$255K 0.19% 106
2024
Q2 		$2.04M Buy
4,055
+590
+17% +$287K 0.16% 113
2024
Q1 		$1.68M Buy
3,465
+318
+10% +$142K 0.14% 119
2023
Q4 		$1.11M Sell
3,147
-33
-1% -$10.7K 0.12% 114
2023
Q3 		$955K Buy
3,180
+148
+5% +$44.6K 0.11% 119
2023
Q2 		$870K Buy
3,032
+94
+3% +$23.2K 0.1% 122
2023
Q1 		$623K Buy
2,938
+271
+10% +$46.2K 0.07% 139
2022
Q4 		$321K Sell
2,667
-394
-13% -$46.3K 0.04% 194
2022
Q3 		$415K Sell
3,061
-27
-0.9% -$4.38K 0.06% 154
2022
Q2 		$498K Sell
3,088
-191
-6% -$36.8K 0.07% 141
2022
Q1 		$729K Sell
3,279
-467
-12% -$117K 0.09% 121
2021
Q4 		$1.26M Buy
3,746
+1,998
+114% +$663K 0.17% 92
2021
Q3 		$593K Buy
1,748
+49
+3% +$17.6K 0.11% 102
2021
Q2 		$591K Buy
1,699
+393
+30% +$126K 0.11% 103
2021
Q1 		$385K Buy
1,306
+136
+12% +$36.6K 0.08% 132
2020
Q4 		$320K Buy
+1,170
New +$321K 0.06% 157

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Berger Financial Group's META Position: Q1 2026 in Review

Berger Financial Group increased its Meta Platforms (Facebook) (META) stake by 139% in Q1 2026, buying an estimated $5.05M and bringing the position to 13,563 shares worth $7.76M. The position accounts for 0.43% of the portfolio, ranked #46.

Berger Financial Group first reported a position in META in Q4 2020 and has held it in 22 quarters since. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Berger Financial Group held 13,563 shares of Meta Platforms (Facebook) worth $7.76M as of Q1 2026.
  • Berger Financial Group bought 7,885 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.05M.
  • Meta Platforms (Facebook) made up 0.43% of Berger Financial Group's portfolio in Q1 2026, its #46 holding.
  • Berger Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.