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PFG Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

PFG Private 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 		$487K Buy
864
+45
+5% +$27.5K 0.21% 36
2026
Q1 		$469K Buy
819
+81
+11% +$51.9K 0.2% 31
2025
Q4 		$487K Sell
738
-216
-23% -$144K 0.21% 34
2025
Q3 		$700K Buy
954
+317
+50% +$236K 0.31% 62
2025
Q2 		$470K Buy
637
+11
+2% +$6.8K 0.24% 32
2025
Q1 		$361K Buy
626
+21
+3% +$13.5K 0.2% 35
2024
Q4 		$354K Buy
605
+24
+4% +$14.1K 0.2% 32
2024
Q3 		$333K Buy
581
+374
+181% +$192K 0.19% 37
2024
Q2 		$104K Hold
207
– – 0.06% 80
2024
Q1 		$101K Sell
207
-56
-21% -$25K 0.06% 79
2023
Q4 		$93.1K Hold
263
– – 0.06% 74
2023
Q3 		$79K Sell
263
-49
-16% -$14.8K 0.06% 74
2023
Q2 		$89.5K Hold
312
– – 0.05% 123
2023
Q1 		$66.1K Hold
312
– – 0.04% 140
2022
Q4 		$38K Sell
312
-141
-31% -$16.6K 0.02% 152
2022
Q3 		$61K Hold
453
– – 0.04% 134
2022
Q2 		$73K Buy
453
+126
+39% +$24.3K 0.04% 142
2022
Q1 		$73K Sell
327
-257
-44% -$64.2K 0.04% 143
2021
Q4 		$196K Buy
584
+29
+5% +$9.63K 0.1% 61
2021
Q3 		$188K Buy
+555
New +$200K 0.11% 57

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PFG Private Wealth Management's META Position: Q2 2026 in Review

PFG Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.5% in Q2 2026, buying an estimated $27.5K and bringing the position to 864 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #36.

PFG Private Wealth Management first reported a position in META in Q3 2021 and has held it in 20 quarters since. The position peaked at $700K in Q3 2025. 1,464 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • PFG Private Wealth Management held 864 shares of Meta Platforms (Facebook) worth $487K as of Q2 2026.
  • PFG Private Wealth Management bought 45 Meta Platforms (Facebook) shares in Q2 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.21% of PFG Private Wealth Management's portfolio in Q2 2026, its #36 holding.
  • PFG Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 20 quarters since.
  • PFG Private Wealth Management's Meta Platforms (Facebook) position peaked at $700K in Q3 2025.
  • 1,464 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.