Paragon Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Paragon Financial Partners’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	$2.17M	Buy	3,897 +19	+0.5%	+$11.6K	1.16%	17
2026 Q1	$2.57M	Buy	3,878 +300	+8%	+$192K	1.46%	15
2025 Q4	$2.36M	Hold	3,578	–	–	1.45%	13
2025 Q3	$2.63M	Buy	3,578 +1	+0%	+$744	1.66%	13
2025 Q2	$2.64M	Sell	3,577 -10	-0.3%	-$6.18K	1.8%	13
2025 Q1	$2.07M	Buy	3,587 +3	+0.1%	+$1.94K	1.62%	14
2024 Q4	$2.1M	Sell	3,584 -45	-1%	-$26.4K	1.58%	13
2024 Q3	$2.08M	Hold	3,629	–	–	1.52%	13
2024 Q2	$1.83M	Buy	3,629 +1	+0%	+$486	1.43%	13
2024 Q1	$1.76M	Hold	3,628	–	–	1.45%	13
2023 Q4	$1.28M	Sell	3,628 -15	-0.4%	-$4.88K	1.23%	15
2023 Q3	$1.09M	Hold	3,643	–	–	1.14%	16
2023 Q2	$1.05M	Hold	3,643	–	–	0.99%	18
2023 Q1	$772K	Buy	3,643 +15	+0.4%	+$2.56K	0.81%	22
2022 Q4	$437K	Hold	3,628	–	–	0.48%	39
2022 Q3	$492K	Hold	3,628	–	–	0.55%	31
2022 Q2	$585K	Hold	3,628	–	–	0.6%	28
2022 Q1	$807K	Hold	3,628	–	–	0.7%	25
2021 Q4	$1.22M	Buy	+3,628	New	+$1.2M	1%	17

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Paragon Financial Partners's META Position: Q2 2026 in Review

Paragon Financial Partners increased its Meta Platforms (Facebook) (META) stake by 0.49% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,897 shares worth $2.17M. The position accounts for 1.16% of the portfolio, ranked #17.

Paragon Financial Partners first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q2 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

Paragon Financial Partners held 3,897 shares of Meta Platforms (Facebook) worth $2.17M as of Q2 2026.
Paragon Financial Partners bought 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
Meta Platforms (Facebook) made up 1.16% of Paragon Financial Partners's portfolio in Q2 2026, its #17 holding.
Paragon Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's Meta Platforms (Facebook) position peaked at $2.64M in Q2 2025.
5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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