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Patriot Financial Group Insurance Agency’s Meta Platforms (Facebook) META Stock Holding History

Patriot Financial Group Insurance Agency’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 		$9.54M Sell
16,931
-15,281
-47% -$9.34M 0.98% 15
2026
Q1 		$18.4M Buy
32,212
+18,638
+137% +$11.9M 1.04% 12
2025
Q4 		$8.96M Buy
13,574
+1,358
+11% +$907K 1.07% 12
2025
Q3 		$8.97M Sell
12,216
-3,249
-21% -$2.42M 1.15% 10
2025
Q2 		$11.4M Buy
15,465
+2,417
+19% +$1.49M 1.31% 11
2025
Q1 		$7.52M Buy
13,048
+932
+8% +$601K 1.01% 16
2024
Q4 		$7.09M Buy
12,116
+137
+1% +$80.4K 0.95% 18
2024
Q3 		$6.86M Sell
11,979
-1,386
-10% -$713K 0.92% 18
2024
Q2 		$6.74M Buy
13,365
+2,315
+21% +$1.13M 0.99% 17
2024
Q1 		$5.37M Sell
11,050
-150
-1% -$66.9K 0.85% 18
2023
Q4 		$3.96M Buy
11,200
+1,313
+13% +$428K 0.75% 25
2023
Q3 		$2.97M Buy
9,887
+1,416
+17% +$427K 0.61% 33
2023
Q2 		$2.43M Buy
8,471
+295
+4% +$72.8K 0.46% 44
2023
Q1 		$1.73M Sell
8,176
-1,084
-12% -$185K 0.35% 62
2022
Q4 		$1.11M Buy
9,260
+870
+10% +$102K 0.15% 91
2022
Q3 		$1.14M Buy
8,390
+939
+13% +$152K 0.28% 82
2022
Q2 		$1.2M Buy
7,451
+710
+11% +$137K 0.24% 85
2022
Q1 		$1.5M Sell
6,741
-1,925
-22% -$481K 0.27% 81
2021
Q4 		$2.92M Sell
8,666
-698
-7% -$232K 0.48% 31
2021
Q3 		$3.18M Buy
9,364
+716
+8% +$258K 0.56% 29
2021
Q2 		$3.01M Buy
8,648
+818
+10% +$262K 0.55% 27
2021
Q1 		$2.31M Sell
7,830
-870
-10% -$234K 0.53% 25
2020
Q4 		$2.38M Buy
8,700
+2,254
+35% +$618K 0.6% 22
2020
Q3 		$1.69M Sell
6,446
-117
-2% -$30.2K 0.55% 31
2020
Q2 		$1.49M Buy
6,563
+425
+7% +$88.7K 0.57% 33
2020
Q1 		$1.02M Buy
6,138
+1,530
+33% +$300K 0.47% 41
2019
Q4 		$946K Buy
4,608
+282
+7% +$54.6K 0.35% 52
2019
Q3 		$770K Sell
4,326
-240
-5% -$45.6K 0.35% 56
2019
Q2 		$891K Buy
4,566
+424
+10% +$77.5K 0.38% 46
2019
Q1 		$687K Buy
4,142
+1,602
+63% +$255K 0.35% 46
2018
Q4 		$333K Buy
2,540
+1,300
+105% +$188K 0.22% 79
2018
Q3 		$204K Buy
1,240
+475
+62% +$86K 0.12% 116
2018
Q2 		$149K Sell
765
-622
-45% -$112K 0.16% 91
2018
Q1 		$216K Sell
1,387
-704
-34% -$126K 0.16% 128
2017
Q4 		$394K Buy
2,091
+848
+68% +$150K 0.29% 70
2017
Q3 		$214K Sell
1,243
-1,650
-57% -$275K 0.19% 101
2017
Q2 		$444K Buy
2,893
+226
+8% +$33.6K 0.46% 43
2017
Q1 		$378K Buy
2,667
+281
+12% +$37.6K 0.4% 48
2016
Q4 		$303K Buy
+2,386
New +$293K 0.41% 48

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's META Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Meta Platforms (Facebook) (META) stake by 47% in Q2 2026, selling an estimated $9.34M and leaving 16,931 shares worth $9.54M. The position accounts for 0.98% of the portfolio, ranked #15.

Patriot Financial Group Insurance Agency first reported a position in META in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.4M in Q1 2026. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,931 shares of Meta Platforms (Facebook) worth $9.54M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 15,281 Meta Platforms (Facebook) shares in Q2 2026, an estimated $9.34M.
  • Meta Platforms (Facebook) made up 0.98% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #15 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Meta Platforms (Facebook) position peaked at $18.4M in Q1 2026.
  • 2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.