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

Financial Strategies 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 		$404K Hold
596
– – 0.07% 76
2025
Q4 		$394K Hold
596
– – 0.07% 77
2025
Q3 		$380K Buy
596
+19
+3% +$14.1K 0.07% 75
2025
Q2 		$414K Buy
577
+22
+4% +$13.6K 0.09% 76
2025
Q1 		$289K Sell
555
-4
-0.7% -$2.58K 0.07% 83
2024
Q4 		$344K Hold
559
– – 0.08% 78
2024
Q3 		$330K Buy
559
+2
+0.4% +$1.03K 0.08% 79
2024
Q2 		$295K Sell
557
-4
-0.7% -$1.94K 0.07% 78
2024
Q1 		$290K Sell
561
-22
-4% -$9.81K 0.08% 66
2023
Q4 		$228K Buy
+583
New +$190K 0.07% 74

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Financial Strategies Group's META Position: Q1 2026 in Review

Financial Strategies Group held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 596 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #76.

Financial Strategies Group first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $414K in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Financial Strategies Group held 596 shares of Meta Platforms (Facebook) worth $404K as of Q1 2026.
  • Financial Strategies Group left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.07% of Financial Strategies Group's portfolio in Q1 2026, its #76 holding.
  • Financial Strategies Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Financial Strategies Group's Meta Platforms (Facebook) position peaked at $414K in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.