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Kaizen Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Kaizen Financial Strategies’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
2022
Q4 		– Sell
-8,200
Closed -$389K – 129
2022
Q3 		$389K Buy
8,200
+3,000
+58% +$486K 0.39% 62
2022
Q2 		$268K Buy
+5,200
New +$1M 0.26% 89

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Kaizen Financial Strategies's META Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, selling an estimated $110K and leaving 2,204 shares worth $1.35M. The position accounts for 0.44% of the portfolio, ranked #40.

Kaizen Financial Strategies first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q1 2022. 3,528 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kaizen Financial Strategies held 2,204 shares of Meta Platforms (Facebook) worth $1.35M as of Q2 2026.
  • Kaizen Financial Strategies sold 180 Meta Platforms (Facebook) shares in Q2 2026, an estimated $110K.
  • Meta Platforms (Facebook) made up 0.44% of Kaizen Financial Strategies's portfolio in Q2 2026, its #40 holding.
  • Kaizen Financial Strategies first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Meta Platforms (Facebook) position peaked at $2.03M in Q1 2022.
  • 3,528 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.