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

Everest 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 		$15.5M Buy
27,592
+1,143
+4% +$699K 2.1% 14
2026
Q1 		$15.1M Buy
26,449
+4,998
+23% +$3.2M 2.49% 11
2025
Q4 		$14.1M Buy
+21,451
New +$14.3M 3.16% 10

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

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

Everest Financial Group increased its Meta Platforms (Facebook) (META) stake by 4.3% in Q2 2026, buying an estimated $699K and bringing the position to 27,592 shares worth $15.5M. The position accounts for 2.1% of the portfolio, ranked #14.

Everest Financial Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,020 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Everest Financial Group held 27,592 shares of Meta Platforms (Facebook) worth $15.5M as of Q2 2026.
  • Everest Financial Group bought 1,143 Meta Platforms (Facebook) shares in Q2 2026, an estimated $699K.
  • Meta Platforms (Facebook) made up 2.1% of Everest Financial Group's portfolio in Q2 2026, its #14 holding.
  • Everest Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,020 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.