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Burkett Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Burkett Financial Services’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 		$186K Hold
329
– – 0.06% 52
2026
Q1 		$189K Hold
329
– – 0.06% 53
2025
Q4 		$217K Hold
329
– – 0.07% 50
2025
Q3 		$242K Hold
329
– – 0.08% 49
2025
Q2 		$243K Buy
329
+1
+0.3% +$618 0.09% 47
2025
Q1 		$189K Hold
328
– – 0.08% 49
2024
Q4 		$192K Hold
328
– – 0.08% 49
2024
Q3 		$188K Hold
328
– – 0.08% 47
2024
Q2 		$165K Hold
328
– – 0.08% 45
2024
Q1 		$159K Sell
328
-75
-19% -$33.5K 0.08% 47
2023
Q4 		$143K Buy
+403
New +$131K 0.08% 51

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Burkett Financial Services's META Position: Q2 2026 in Review

Burkett Financial Services held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 329 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #52.

Burkett Financial Services first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $243K in Q2 2025. 1,464 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Burkett Financial Services held 329 shares of Meta Platforms (Facebook) worth $186K as of Q2 2026.
  • Burkett Financial Services left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.06% of Burkett Financial Services's portfolio in Q2 2026, its #52 holding.
  • Burkett Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Meta Platforms (Facebook) position peaked at $243K in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.