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

Portland Financial Advisors’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	$205K	Hold	364	–	–	0.37%	87
2026 Q1	$208K	Hold	364	–	–	0.43%	76
2025 Q4	$240K	Hold	364	–	–	0.51%	63
2025 Q3	$267K	Hold	364	–	–	0.57%	60
2025 Q2	$269K	Hold	364	–	–	0.65%	56
2025 Q1	$210K	Hold	364	–	–	0.54%	63
2024 Q4	$213K	Buy	+364	New	+$214K	0.57%	61

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Portland Financial Advisors's META Position: Q2 2026 in Review

Portland Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 364 shares worth $205K. The position accounts for 0.37% of the portfolio, ranked #87.

Portland Financial Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q2 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

Portland Financial Advisors held 364 shares of Meta Platforms (Facebook) worth $205K as of Q2 2026.
Portland Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.37% of Portland Financial Advisors's portfolio in Q2 2026, its #87 holding.
Portland Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's Meta Platforms (Facebook) position peaked at $269K in Q2 2025.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.