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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Paragon Financial Partners's META Position: Q1 2026 in Review

Paragon Financial Partners increased its Meta Platforms (Facebook) (META) stake by 8.4% in Q1 2026, buying an estimated $192K and bringing the position to 3,878 shares worth $2.57M. The position accounts for 1.46% of the portfolio, ranked #15.

Paragon Financial Partners first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Paragon Financial Partners held 3,878 shares of Meta Platforms (Facebook) worth $2.57M as of Q1 2026.
Paragon Financial Partners bought 300 Meta Platforms (Facebook) shares in Q1 2026, an estimated $192K.
Meta Platforms (Facebook) made up 1.46% of Paragon Financial Partners's portfolio in Q1 2026, its #15 holding.
Paragon Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's Meta Platforms (Facebook) position peaked at $2.64M in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.