BFG
META icon

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

Bleakley 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 		$49M Buy
86,975
+338
+0.4% +$207K 0.62% 38
2026
Q1 		$49.6M Buy
86,637
+4,098
+5% +$2.63M 0.78% 31
2025
Q4 		$54.5M Buy
82,539
+5,119
+7% +$3.42M 0.95% 27
2025
Q3 		$56.9M Buy
77,420
+2,586
+3% +$1.92M 1.32% 14
2025
Q2 		$55.2M Buy
74,834
+5,668
+8% +$3.5M 1.4% 15
2025
Q1 		$39.9M Buy
69,166
+5,190
+8% +$3.35M 1.28% 15
2024
Q4 		$37.5M Buy
63,976
+1,739
+3% +$1.02M 1.13% 16
2024
Q3 		$35.6M Buy
62,237
+738
+1% +$380K 1.09% 17
2024
Q2 		$31M Buy
61,499
+917
+2% +$446K 0.89% 19
2024
Q1 		$29.4M Buy
60,582
+3,539
+6% +$1.58M 0.85% 20
2023
Q4 		$20.2M Buy
57,043
+1,298
+2% +$423K 0.64% 27
2023
Q3 		$16.7M Sell
55,745
-1,558
-3% -$469K 0.59% 31
2023
Q2 		$16.4M Sell
57,303
-796
-1% -$196K 0.51% 37
2023
Q1 		$12.3M Sell
58,099
-4,339
-7% -$739K 0.41% 46
2022
Q4 		$7.51M Buy
+62,438
New +$7.33M 0.27% 74

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 $3.37T AUM 44.26% 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

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

Bleakley Financial Group increased its Meta Platforms (Facebook) (META) stake by 0.39% in Q2 2026, buying an estimated $207K and bringing the position to 86,975 shares worth $49M. The position accounts for 0.62% of the portfolio, ranked #38.

Bleakley Financial Group first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.9M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bleakley Financial Group held 86,975 shares of Meta Platforms (Facebook) worth $49M as of Q2 2026.
  • Bleakley Financial Group bought 338 Meta Platforms (Facebook) shares in Q2 2026, an estimated $207K.
  • Meta Platforms (Facebook) made up 0.62% of Bleakley Financial Group's portfolio in Q2 2026, its #38 holding.
  • Bleakley Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Meta Platforms (Facebook) position peaked at $56.9M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.