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

Penney Financial’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 		$225K Hold
399
– – 0.08% 47
2026
Q1 		$228K Buy
399
+15
+4% +$9.61K 0.09% 46
2025
Q4 		$253K Hold
384
– – 0.1% 43
2025
Q3 		$282K Buy
+384
New +$286K 0.13% 39

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Penney Financial's META Position: Q2 2026 in Review

Penney Financial held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 399 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #47.

Penney Financial first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 2,585 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Penney Financial held 399 shares of Meta Platforms (Facebook) worth $225K as of Q2 2026.
  • Penney Financial left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.08% of Penney Financial's portfolio in Q2 2026, its #47 holding.
  • Penney Financial first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Penney Financial's Meta Platforms (Facebook) position peaked at $282K in Q3 2025.
  • 2,585 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.