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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phoenix Financial's META Position: Q2 2026 in Review

Phoenix Financial reduced its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, selling an estimated $3.56M and leaving 83,546 shares worth $47M. The position accounts for 0.32% of the portfolio, ranked #62.

Phoenix Financial first reported a position in META in Q3 2019 and has held it in 28 quarters since. The position peaked at $162M in Q2 2023. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Phoenix Financial held 83,546 shares of Meta Platforms (Facebook) worth $47M as of Q2 2026.
  • Phoenix Financial sold 5,820 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.56M.
  • Meta Platforms (Facebook) made up 0.32% of Phoenix Financial's portfolio in Q2 2026, its #62 holding.
  • Phoenix Financial first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
  • Phoenix Financial's Meta Platforms (Facebook) position peaked at $162M in Q2 2023.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.