KWM
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KFG Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

KFG Wealth 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 		$769K Buy
1,366
+996
+269% +$609K 0.09% 106
2026
Q1 		$212K Buy
370
+51
+16% +$32.7K 0.03% 209
2025
Q4 		$211K Sell
319
-45
-12% -$30K 0.03% 206
2025
Q3 		$267K Buy
364
+72
+25% +$53.6K 0.04% 177
2025
Q2 		$216K Buy
+292
New +$180K 0.03% 188

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

KFG Wealth Management's META Position: Q2 2026 in Review

KFG Wealth Management increased its Meta Platforms (Facebook) (META) stake by 269% in Q2 2026, buying an estimated $609K and bringing the position to 1,366 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #106.

KFG Wealth Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • KFG Wealth Management held 1,366 shares of Meta Platforms (Facebook) worth $769K as of Q2 2026.
  • KFG Wealth Management bought 996 Meta Platforms (Facebook) shares in Q2 2026, an estimated $609K.
  • Meta Platforms (Facebook) made up 0.09% of KFG Wealth Management's portfolio in Q2 2026, its #106 holding.
  • KFG Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.