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

Capstone Triton 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 Q1	–	Sell	-737	Closed	-$486K	–	98
2025 Q4	$486K	Buy	737 +50	+7%	+$33.4K	0.32%	69
2025 Q3	$505K	Hold	687	–	–	0.34%	72
2025 Q2	$507K	Buy	+687	New	+$425K	0.37%	72
2024 Q4	$578K	Hold	987	–	–	0.36%	76
2024 Q3	$565K	Buy	987 +25	+3%	+$12.9K	0.36%	75
2024 Q2	$485K	Hold	962	–	–	0.34%	71
2024 Q1	$467K	Buy	962 +25	+3%	+$11.2K	0.33%	75
2023 Q4	$332K	Hold	937	–	–	0.24%	86
2023 Q3	$281K	Buy	937 +83	+10%	+$25K	0.21%	87
2023 Q2	$245K	Buy	+854	New	+$211K	0.17%	90
2022 Q1	–	Sell	-761	Closed	-$262K	–	112
2021 Q4	$262K	Hold	761	–	–	0.53%	69
2021 Q3	$250K	Sell	761 -368	-33%	-$133K	0.15%	106
2021 Q2	$393K	Buy	1,129 +445	+65%	+$143K	0.24%	85
2021 Q1	$201K	Hold	684	–	–	0.13%	115
2020 Q4	$187K	Buy	+684	New	+$188K	0.11%	118

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capstone Triton Financial Group's META Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 737 shares — an estimated $486K sold.

Capstone Triton Financial Group first reported a position in META in Q4 2020 and held it in 15 quarters. The position peaked at $578K in Q4 2024. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Capstone Triton Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 737 Meta Platforms (Facebook) shares in Q1 2026, an estimated $486K.
Capstone Triton Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 15 quarters.
Capstone Triton Financial Group's Meta Platforms (Facebook) position peaked at $578K in Q4 2024.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.