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

Burr 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 		$9.33M Sell
16,557
-489
-3% -$299K 5.79% 7
2026
Q1 		$9.75M Buy
17,046
+1,742
+11% +$1.12M 7.75% 6
2025
Q4 		$10.1M Sell
15,304
-7
-0% -$4.67K 7.56% 5
2025
Q3 		$11.2M Sell
15,311
-18
-0.1% -$13.4K 8.35% 4
2025
Q2 		$11.3M Sell
15,329
-4,008
-21% -$2.48M 9.52% 2
2025
Q1 		$11.1M Buy
19,337
+482
+3% +$311K 8.74% 3
2024
Q4 		$11M Buy
18,855
+3,739
+25% +$2.19M 7.45% 5
2024
Q3 		$8.65M Sell
15,116
-3,033
-17% -$1.56M 6.13% 4
2024
Q2 		$9.15M Sell
18,149
-1,634
-8% -$794K 6.39% 3
2024
Q1 		$9.26M Buy
19,783
+400
+2% +$178K 7.23% 4
2023
Q4 		$9.09M Buy
+19,383
New +$6.31M 6.95% 4

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Burr Financial Services reduced its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2026, selling an estimated $299K and leaving 16,557 shares worth $9.33M. The position accounts for 5.79% of the portfolio, ranked #7.

Burr Financial Services first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q2 2025. 4,828 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Burr Financial Services held 16,557 shares of Meta Platforms (Facebook) worth $9.33M as of Q2 2026.
  • Burr Financial Services sold 489 Meta Platforms (Facebook) shares in Q2 2026, an estimated $299K.
  • Meta Platforms (Facebook) made up 5.79% of Burr Financial Services's portfolio in Q2 2026, its #7 holding.
  • Burr Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Burr Financial Services's Meta Platforms (Facebook) position peaked at $11.3M in Q2 2025.
  • 4,828 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.