BFC Planning, Inc.’s Meta Platforms (Facebook) META Stock Holding History

BFC Planning, Inc.’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	$18M	Sell	31,904 -772	-2%	-$472K	0.73%	18
2026 Q1	$18.7M	Sell	32,676 -340	-1%	-$218K	0.83%	18
2025 Q4	$21.8M	Buy	33,016 +11,731	+55%	+$7.83M	0.96%	10
2025 Q3	$15.6M	Sell	21,285 -585	-3%	-$435K	1.13%	9
2025 Q2	$16.1M	Buy	21,870 +557	+3%	+$344K	1.27%	9
2025 Q1	$12.3M	Buy	21,313 +333	+2%	+$215K	1.08%	12
2024 Q4	$12.3M	Buy	+20,980	New	+$12.3M	1.02%	14

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BFC Planning, Inc.'s META Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, selling an estimated $472K and leaving 31,904 shares worth $18M. The position accounts for 0.73% of the portfolio, ranked #18.

BFC Planning, Inc. first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8M in Q4 2025. 5,106 funds tracked by Wall St. Rank hold META as of Q2 2026.

BFC Planning, Inc. held 31,904 shares of Meta Platforms (Facebook) worth $18M as of Q2 2026.
BFC Planning, Inc. sold 772 Meta Platforms (Facebook) shares in Q2 2026, an estimated $472K.
Meta Platforms (Facebook) made up 0.73% of BFC Planning, Inc.'s portfolio in Q2 2026, its #18 holding.
BFC Planning, Inc. first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Meta Platforms (Facebook) position peaked at $21.8M in Q4 2025.
5,106 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.