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
Q2 		$8.4M Buy
14,904
+1,341
+10% +$820K 0.43% 48
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 $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 $3.38T AUM 44.17% 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

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

Berger Financial Group increased its Meta Platforms (Facebook) (META) stake by 9.9% in Q2 2026, buying an estimated $820K and bringing the position to 14,904 shares worth $8.4M. The position accounts for 0.43% of the portfolio, ranked #48.

Berger Financial Group first reported a position in META in Q4 2020 and has held it in 23 quarters since. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Berger Financial Group held 14,904 shares of Meta Platforms (Facebook) worth $8.4M as of Q2 2026.
  • Berger Financial Group bought 1,341 Meta Platforms (Facebook) shares in Q2 2026, an estimated $820K.
  • Meta Platforms (Facebook) made up 0.43% of Berger Financial Group's portfolio in Q2 2026, its #48 holding.
  • Berger Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.