JBR Co Financial Management’s Meta Platforms (Facebook) META Stock Holding History

JBR Co Financial 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
2026 Q2	$2.08M	Sell	3,688 -237	-6%	-$145K	0.76%	34
2026 Q1	$2.59M	Hold	3,925	–	–	1.08%	26
2025 Q4	$2.59M	Sell	3,925 -245	-6%	-$164K	1.08%	26
2025 Q3	$3.06M	Buy	4,170 +137	+3%	+$102K	1.3%	20
2025 Q2	$2.98M	Sell	4,033 -38	-0.9%	-$23.5K	1.47%	16
2025 Q1	$2.35M	Buy	4,071 +60	+1%	+$38.7K	1.37%	20
2024 Q4	$2.35M	Buy	4,011 +198	+5%	+$116K	1.43%	19
2024 Q3	$2.18M	Buy	3,813 +14	+0.4%	+$7.2K	1.43%	19
2024 Q2	$1.92M	Buy	3,799 +65	+2%	+$31.6K	1.35%	20
2024 Q1	$1.81M	Sell	3,734 -10	-0.3%	-$4.46K	1.45%	21
2023 Q4	$1.33M	Buy	+3,744	New	+$1.22M	1.24%	22

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

JBR Co Financial Management's META Position: Q2 2026 in Review

JBR Co Financial Management reduced its Meta Platforms (Facebook) (META) stake by 6% in Q2 2026, selling an estimated $145K and leaving 3,688 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #34.

JBR Co Financial Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 2,224 funds tracked by Wall St. Rank hold META as of Q2 2026.

JBR Co Financial Management held 3,688 shares of Meta Platforms (Facebook) worth $2.08M as of Q2 2026.
JBR Co Financial Management sold 237 Meta Platforms (Facebook) shares in Q2 2026, an estimated $145K.
Meta Platforms (Facebook) made up 0.76% of JBR Co Financial Management's portfolio in Q2 2026, its #34 holding.
JBR Co Financial Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Meta Platforms (Facebook) position peaked at $3.06M in Q3 2025.
2,224 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.