GSWM
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Golden State Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Golden State Wealth Management’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
2021
Q3 		– Sell
-200
Closed -$69K – 320
2021
Q2 		$69K Buy
+200
New +$64.2K 0.02% 296

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Golden State Wealth Management's META Position: Q2 2026 in Review

Golden State Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $105K and bringing the position to 9,184 shares worth $5.17M. The position accounts for 0.47% of the portfolio, ranked #40.

Golden State Wealth Management first reported a position in META in Q1 2019 and has held it in 19 quarters since. The position peaked at $6.42M in Q3 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Golden State Wealth Management held 9,184 shares of Meta Platforms (Facebook) worth $5.17M as of Q2 2026.
  • Golden State Wealth Management bought 172 Meta Platforms (Facebook) shares in Q2 2026, an estimated $105K.
  • Meta Platforms (Facebook) made up 0.47% of Golden State Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Golden State Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Meta Platforms (Facebook) position peaked at $6.42M in Q3 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.