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

Resurgent 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
Q1 		$3.2M Buy
5,587
+3,545
+174% +$2.27M 1.15% 20
2025
Q4 		$1.35M Sell
2,042
-120
-6% -$80.1K 0.68% 33
2025
Q3 		$1.59M Buy
2,162
+502
+30% +$374K 0.78% 31
2025
Q2 		$1.23M Buy
1,660
+114
+7% +$70.4K 0.67% 39
2025
Q1 		$891K Buy
1,546
+157
+11% +$101K 0.54% 50
2024
Q4 		$813K Buy
1,389
+170
+14% +$99.8K 0.48% 59
2024
Q3 		$698K Buy
1,219
+132
+12% +$67.9K 0.41% 73
2024
Q2 		$548K Buy
1,087
+669
+160% +$325K 0.34% 85
2024
Q1 		$203K Buy
418
+89
+27% +$39.7K 0.11% 182
2023
Q4 		$116K Buy
329
+28
+9% +$9.12K 0.07% 231
2023
Q3 		$90.4K Sell
301
-129
-30% -$38.9K 0.06% 238
2023
Q2 		$123K Sell
430
-103
-19% -$25.4K 0.08% 209
2023
Q1 		$113K Sell
533
-920
-63% -$157K 0.08% 215
2022
Q4 		$175K Sell
1,453
-3,150
-68% -$370K 0.09% 218
2022
Q3 		$624K Buy
4,603
+216
+5% +$35K 0.42% 68
2022
Q2 		$707K Sell
4,387
-44
-1% -$8.49K 0.45% 62
2022
Q1 		$985K Buy
4,431
+994
+29% +$248K 0.61% 41
2021
Q4 		$1.16M Buy
+3,437
New +$1.14M 0.92% 28

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

Resurgent Financial Advisors's META Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 174% in Q1 2026, buying an estimated $2.27M and bringing the position to 5,587 shares worth $3.2M. The position accounts for 1.15% of the portfolio, ranked #20.

Resurgent Financial Advisors first reported a position in META in Q4 2021 and has held it in 18 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Resurgent Financial Advisors held 5,587 shares of Meta Platforms (Facebook) worth $3.2M as of Q1 2026.
  • Resurgent Financial Advisors bought 3,545 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.27M.
  • Meta Platforms (Facebook) made up 1.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Resurgent Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.