Phoenix Financial
META icon

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

Phoenix 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
2023
Q2 		– Sell
-42,280
Closed -$8.85M – 346
2023
Q1 		$8.85M Buy
+42,280
New +$7.2M 0.2% 62

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Phoenix Financial's META Position: Q3 2026 in Review

Phoenix Financial increased its Meta Platforms (Facebook) (META) stake by 7.2% in Q3 2026, buying an estimated $3.77M and bringing the position to 89,593 shares worth $59.3M. The position accounts for 0.4% of the portfolio, ranked #58.

Phoenix Financial first reported a position in META in Q3 2019 and has held it in 29 quarters since. The position peaked at $162M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Phoenix Financial held 89,593 shares of Meta Platforms (Facebook) worth $59.3M as of Q3 2026.
  • Phoenix Financial bought 6,047 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.77M.
  • Meta Platforms (Facebook) made up 0.4% of Phoenix Financial's portfolio in Q3 2026, its #58 holding.
  • Phoenix Financial first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 29 quarters since.
  • Phoenix Financial's Meta Platforms (Facebook) position peaked at $162M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.