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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Phoenix Financial's META Position: Q1 2026 in Review

Phoenix Financial reduced its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, selling an estimated $9.32M and leaving 89,366 shares worth $51.5M. The position accounts for 0.49% of the portfolio, ranked #46.

Phoenix Financial first reported a position in META in Q3 2019 and has held it in 27 quarters since. The position peaked at $162M in Q2 2023. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Phoenix Financial held 89,366 shares of Meta Platforms (Facebook) worth $51.5M as of Q1 2026.
  • Phoenix Financial sold 14,546 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.32M.
  • Meta Platforms (Facebook) made up 0.49% of Phoenix Financial's portfolio in Q1 2026, its #46 holding.
  • Phoenix Financial first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Meta Platforms (Facebook) position peaked at $162M in Q2 2023.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.