FPCG
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Forum Private Client Group’s Meta Platforms (Facebook) META Stock Holding History

Forum Private Client 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 		$243K Buy
431
+9
+2% +$5.5K 0.07% 81
2026
Q1 		$242K Buy
+422
New +$270K 0.08% 73

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

Forum Private Client Group's META Position: Q2 2026 in Review

Forum Private Client Group increased its Meta Platforms (Facebook) (META) stake by 2.1% in Q2 2026, buying an estimated $5.5K and bringing the position to 431 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #81.

Forum Private Client Group first reported a position in META in Q1 2026 and has held it in 2 quarters since. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Forum Private Client Group held 431 shares of Meta Platforms (Facebook) worth $243K as of Q2 2026.
  • Forum Private Client Group bought 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 0.07% of Forum Private Client Group's portfolio in Q2 2026, its #81 holding.
  • Forum Private Client Group first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.