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Financial Planning Hawaii’s Meta Platforms (Facebook) META Stock Holding History

Financial Planning Hawaii’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 		$685K Buy
1,216
+80
+7% +$48.9K 0.37% 67
2026
Q1 		$650K Sell
1,136
-47
-4% -$30.1K 0.38% 67
2025
Q4 		$781K Buy
+1,183
New +$790K 0.45% 56

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Financial Planning Hawaii's META Position: Q2 2026 in Review

Financial Planning Hawaii increased its Meta Platforms (Facebook) (META) stake by 7% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,216 shares worth $685K. The position accounts for 0.37% of the portfolio, ranked #67.

Financial Planning Hawaii first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $781K in Q4 2025. 3,061 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Financial Planning Hawaii held 1,216 shares of Meta Platforms (Facebook) worth $685K as of Q2 2026.
  • Financial Planning Hawaii bought 80 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.9K.
  • Meta Platforms (Facebook) made up 0.37% of Financial Planning Hawaii's portfolio in Q2 2026, its #67 holding.
  • Financial Planning Hawaii first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Meta Platforms (Facebook) position peaked at $781K in Q4 2025.
  • 3,061 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.