KFA
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Kapstone Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Kapstone Financial Advisors’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 		$4.57M Sell
8,110
-368
-4% -$225K 1.91% 10
2026
Q1 		$4.85M Hold
8,478
– – 2.38% 6
2025
Q4 		$5.6M Buy
8,478
+60
+0.7% +$40.1K 2.78% 5
2025
Q3 		$6.18M Sell
8,418
-872
-9% -$649K 2.91% 6
2025
Q2 		$6.86M Buy
9,290
+179
+2% +$111K 3.42% 5
2025
Q1 		$5.25M Sell
9,111
-12
-0.1% -$7.74K 2.97% 6
2024
Q4 		$6.17M Sell
9,123
-132
-1% -$77.5K 3.29% 5
2024
Q3 		$5.25M Hold
9,255
– – 3.18% 6
2024
Q2 		$4.67M Sell
9,255
-75
-0.8% -$36.5K 3.06% 6
2024
Q1 		$4.53M Hold
9,330
– – 3.08% 6
2023
Q4 		$3.67M Buy
9,330
+10
+0.1% +$3.26K 2.88% 6
2023
Q3 		$2.8M Buy
9,320
+3
+0% +$904 2.52% 6
2023
Q2 		$3.01M Sell
9,317
-83
-0.9% -$20.5K 2.49% 6
2023
Q1 		$2.07M Sell
9,400
-137
-1% -$23.3K 1.87% 10
2022
Q4 		$1.8M Buy
+9,537
New +$1.12M 1.64% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Kapstone Financial Advisors's META Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.3% in Q2 2026, selling an estimated $225K and leaving 8,110 shares worth $4.57M. The position accounts for 1.91% of the portfolio, ranked #10.

Kapstone Financial Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.86M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kapstone Financial Advisors held 8,110 shares of Meta Platforms (Facebook) worth $4.57M as of Q2 2026.
  • Kapstone Financial Advisors sold 368 Meta Platforms (Facebook) shares in Q2 2026, an estimated $225K.
  • Meta Platforms (Facebook) made up 1.91% of Kapstone Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Kapstone Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Meta Platforms (Facebook) position peaked at $6.86M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.