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Global Financial Private Client’s Meta Platforms (Facebook) META Stock Holding History

Global Financial Private Client’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 		$3.58M Buy
6,354
+729
+13% +$446K 0.97% 23
2026
Q1 		$3.22M Buy
5,625
+1,020
+22% +$654K 1.05% 23
2025
Q4 		$3.04M Buy
4,605
+136
+3% +$90.8K 1.07% 21
2025
Q3 		$3.28M Buy
4,469
+190
+4% +$141K 1.17% 14
2025
Q2 		$3.16M Buy
4,279
+84
+2% +$51.9K 1.18% 14
2025
Q1 		$2.42M Buy
4,195
+136
+3% +$87.7K 0.92% 21
2024
Q4 		$2.38M Buy
4,059
+360
+10% +$211K 0.89% 16
2024
Q3 		$2.12M Buy
3,699
+159
+4% +$81.8K 0.83% 22
2024
Q2 		$1.78M Buy
3,540
+127
+4% +$61.7K 0.75% 26
2024
Q1 		$1.68M Buy
3,413
+223
+7% +$99.5K 0.72% 29
2023
Q4 		$1.13M Buy
3,190
+566
+22% +$184K 0.53% 49
2023
Q3 		$805K Sell
2,624
-8
-0.3% -$2.41K 0.42% 64
2023
Q2 		$753K Buy
2,632
+11
+0.4% +$2.71K 0.37% 67
2023
Q1 		$558K Buy
2,621
+1,649
+170% +$281K 0.29% 84
2022
Q4 		$117K Sell
972
-2,290
-70% -$269K 0.07% 184
2022
Q3 		$452K Buy
3,262
+2
+0.1% +$324 0.26% 88
2022
Q2 		$522K Buy
3,260
+674
+26% +$130K 0.29% 77
2022
Q1 		$581K Buy
2,586
+106
+4% +$26.5K 0.28% 81
2021
Q4 		$834K Buy
2,480
+169
+7% +$56.1K 0.4% 59
2021
Q3 		$793K Sell
2,311
-43
-2% -$15.5K 0.41% 61
2021
Q2 		$834K Buy
2,354
+457
+24% +$147K 0.47% 57
2021
Q1 		$567K Buy
1,897
+39
+2% +$10.5K 0.41% 61
2020
Q4 		$508K Buy
1,858
+201
+12% +$55.1K 0.4% 59
2020
Q3 		$442K Sell
1,657
-263
-14% -$67.8K 0.38% 58
2020
Q2 		$456K Buy
1,920
+125
+7% +$26.1K 0.4% 59
2020
Q1 		$286K Sell
1,795
-1,382
-44% -$271K 0.3% 77
2019
Q4 		$652K Buy
+3,177
New +$615K 0.55% 44

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Global Financial Private Client's META Position: Q2 2026 in Review

Global Financial Private Client increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $446K and bringing the position to 6,354 shares worth $3.58M. The position accounts for 0.97% of the portfolio, ranked #23.

Global Financial Private Client first reported a position in META in Q4 2019 and has held it in 27 quarters since. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Global Financial Private Client held 6,354 shares of Meta Platforms (Facebook) worth $3.58M as of Q2 2026.
  • Global Financial Private Client bought 729 Meta Platforms (Facebook) shares in Q2 2026, an estimated $446K.
  • Meta Platforms (Facebook) made up 0.97% of Global Financial Private Client's portfolio in Q2 2026, its #23 holding.
  • Global Financial Private Client first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.