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 Q3	$1.24M	Sell	1,706 -95	-5%	-$59.3K	0.58%	33
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Birch Financial Group's META Position: Q3 2026 in Review

Birch Financial Group reduced its Meta Platforms (Facebook) (META) stake by 5.3% in Q3 2026, selling an estimated $59.3K and leaving 1,706 shares worth $1.24M. The position accounts for 0.58% of the portfolio, ranked #33.

Birch Financial Group first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2025. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

Birch Financial Group held 1,706 shares of Meta Platforms (Facebook) worth $1.24M as of Q3 2026.
Birch Financial Group sold 95 Meta Platforms (Facebook) shares in Q3 2026, an estimated $59.3K.
Meta Platforms (Facebook) made up 0.58% of Birch Financial Group's portfolio in Q3 2026, its #33 holding.
Birch Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Meta Platforms (Facebook) position peaked at $1.5M in Q3 2025.
3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.