PGF
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Plan Group Financial’s Meta Platforms (Facebook) META Stock Holding History

Plan Group 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
Q1 		– Sell
-317
Closed -$209K – 238
2025
Q4 		$209K Sell
317
-165
-34% -$110K 0.05% 191
2025
Q3 		$354K Sell
482
-76
-14% -$56.6K 0.1% 133
2025
Q2 		$412K Buy
+558
New +$345K 0.14% 114

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

Plan Group Financial's META Position: Q1 2026 in Review

Plan Group Financial sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 317 shares — an estimated $209K sold.

Plan Group Financial first reported a position in META in Q2 2025 and held it in 3 quarters. The position peaked at $412K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Plan Group Financial reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Plan Group Financial sold 317 Meta Platforms (Facebook) shares in Q1 2026, an estimated $209K.
  • Plan Group Financial first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 3 quarters.
  • Plan Group Financial's Meta Platforms (Facebook) position peaked at $412K in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.