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

Birch 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	$1.01M	Buy	1,801 +101	+6%	+$61.8K	0.52%	43
2026 Q1	$972K	Buy	1,700 +438	+35%	+$281K	0.57%	39
2025 Q4	$833K	Sell	1,262 -775	-38%	-$518K	0.48%	47
2025 Q3	$1.5M	Buy	2,037 +303	+17%	+$226K	0.88%	26
2025 Q2	$1.28M	Buy	1,734 +59	+4%	+$36.5K	1.02%	22
2025 Q1	$965K	Buy	1,675 +807	+93%	+$521K	0.86%	23
2024 Q4	$508K	Buy	+868	New	+$509K	0.57%	35

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Birch Financial Group increased its Meta Platforms (Facebook) (META) stake by 5.9% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,801 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #43.

Birch Financial Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

Birch Financial Group held 1,801 shares of Meta Platforms (Facebook) worth $1.01M as of Q2 2026.
Birch Financial Group bought 101 Meta Platforms (Facebook) shares in Q2 2026, an estimated $61.8K.
Meta Platforms (Facebook) made up 0.52% of Birch Financial Group's portfolio in Q2 2026, its #43 holding.
Birch Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Meta Platforms (Facebook) position peaked at $1.5M in Q3 2025.
3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.