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

Francis Financial’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 		– Hold
0
– – – 95
2026
Q1 		– Hold
0
– – – 73
2025
Q4 		– Hold
0
– – – 63
2025
Q3 		– Hold
0
– – – 58
2025
Q2 		– Hold
0
– – – 38
2025
Q1 		– Hold
0
– – – 45
2024
Q4 		– Hold
0
– – – 47
2024
Q3 		– Hold
0
– – – 50
2024
Q2 		– Hold
0
– – – 49
2024
Q1 		– Hold
0
– – – 41

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

Francis Financial's META Position: Q2 2026 in Review

Francis Financial reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $2.6M and leaving 33,904 shares worth $19.1M. The position accounts for 3.13% of the portfolio, ranked #9.

Francis Financial first reported a position in META in Q4 2017 and has held it in 19 quarters since. The position peaked at $76.3M in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Francis Financial held 33,904 shares of Meta Platforms (Facebook) worth $19.1M as of Q2 2026.
  • Francis Financial sold 4,260 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.6M.
  • Meta Platforms (Facebook) made up 3.13% of Francis Financial's portfolio in Q2 2026, its #9 holding.
  • Francis Financial first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 19 quarters since.
  • Francis Financial's Meta Platforms (Facebook) position peaked at $76.3M in Q3 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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