IFG
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Independent Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Independent Financial 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 		$29.3M Sell
52,096
-5,547
-10% -$3.39M 0.55% 28
2026
Q1 		$33M Sell
57,643
-1,691
-3% -$1.08M 0.74% 17
2025
Q4 		$39.2M Buy
59,334
+6,238
+12% +$4.17M 0.87% 13
2025
Q3 		$39M Buy
53,096
+6,768
+15% +$5.04M 0.94% 12
2025
Q2 		$34.2M Buy
46,328
+3,537
+8% +$2.19M 0.94% 12
2025
Q1 		$24.7M Buy
42,791
+4,044
+10% +$2.61M 0.85% 14
2024
Q4 		$22.7M Buy
38,747
+6,529
+20% +$3.83M 0.75% 16
2024
Q3 		$18.4M Buy
32,218
+1,850
+6% +$952K 0.68% 21
2024
Q2 		$15.3M Sell
30,368
-354
-1% -$172K 0.61% 23
2024
Q1 		$14.9M Buy
30,722
+4,958
+19% +$2.21M 0.69% 21
2023
Q4 		$9.12M Sell
25,764
-2,602
-9% -$847K 0.49% 26
2023
Q3 		$8.52M Buy
28,366
+3,355
+13% +$1.01M 0.55% 22
2023
Q2 		$7.18M Sell
25,011
-3,063
-11% -$756K 0.5% 25
2023
Q1 		$5.95M Buy
28,074
+3,701
+15% +$630K 0.48% 35
2022
Q4 		$2.93M Sell
24,373
-217
-0.9% -$25.5K 0.25% 79
2022
Q3 		$3.34M Sell
24,590
-76
-0.3% -$12.3K 0.3% 58
2022
Q2 		$3.98M Buy
24,666
+1,187
+5% +$229K 0.43% 40
2022
Q1 		$5.22M Buy
23,479
+4,271
+22% +$1.07M 0.42% 34
2021
Q4 		$6.46M Buy
19,208
+1,634
+9% +$542K 0.53% 26
2021
Q3 		$5.96M Sell
17,574
-941
-5% -$339K 0.61% 23
2021
Q2 		$6.44M Buy
18,515
+4,158
+29% +$1.33M 0.68% 19
2021
Q1 		$4.23M Sell
14,357
-246
-2% -$66.2K 0.55% 30
2020
Q4 		$3.99M Buy
14,603
+384
+3% +$105K 0.59% 26
2020
Q3 		$3.72M Buy
14,219
+495
+4% +$128K 0.7% 23
2020
Q2 		$3.12M Sell
13,724
-1,215
-8% -$254K 0.69% 22
2020
Q1 		$2.49M Buy
+14,939
New +$2.92M 0.73% 22

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's META Position: Q2 2026 in Review

Independent Financial Group reduced its Meta Platforms (Facebook) (META) stake by 9.6% in Q2 2026, selling an estimated $3.39M and leaving 52,096 shares worth $29.3M. The position accounts for 0.55% of the portfolio, ranked #28.

Independent Financial Group first reported a position in META in Q1 2020 and has held it in 26 quarters since. The position peaked at $39.2M in Q4 2025. 4,828 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Independent Financial Group held 52,096 shares of Meta Platforms (Facebook) worth $29.3M as of Q2 2026.
  • Independent Financial Group sold 5,547 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.39M.
  • Meta Platforms (Facebook) made up 0.55% of Independent Financial Group's portfolio in Q2 2026, its #28 holding.
  • Independent Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Meta Platforms (Facebook) position peaked at $39.2M in Q4 2025.
  • 4,828 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.