KFG
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Kelly Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Kelly 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 		$318K Buy
566
+76
+16% +$46.5K 0.07% 76
2026
Q1 		$274K Sell
490
-19
-4% -$12.2K 0.07% 79
2025
Q4 		$336K Buy
509
+8
+2% +$5.34K 0.09% 65
2025
Q3 		$368K Buy
501
+70
+16% +$52.1K 0.1% 58
2025
Q2 		$318K Buy
431
+10
+2% +$6.18K 0.09% 62
2025
Q1 		$243K Buy
+421
New +$272K 0.08% 72

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

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

Kelly Financial Group increased its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, buying an estimated $46.5K and bringing the position to 566 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #76.

Kelly Financial Group first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kelly Financial Group held 566 shares of Meta Platforms (Facebook) worth $318K as of Q2 2026.
  • Kelly Financial Group bought 76 Meta Platforms (Facebook) shares in Q2 2026, an estimated $46.5K.
  • Meta Platforms (Facebook) made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #76 holding.
  • Kelly Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Kelly Financial Group's Meta Platforms (Facebook) position peaked at $368K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.