Richardson Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Richardson Financial Services’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	$1.07M	Buy	1,907 +56	+3%	+$34.2K	0.61%	33
2026 Q1	$1.06M	Buy	1,851 +259	+16%	+$166K	0.66%	26
2025 Q4	$1.05M	Buy	1,592 +23	+1%	+$15.4K	0.34%	32
2025 Q3	$1.15M	Buy	1,569 +425	+37%	+$316K	0.71%	30
2025 Q2	$823K	Buy	1,144 +99	+9%	+$61.2K	0.55%	42
2025 Q1	$602K	Buy	1,045 +51	+5%	+$32.9K	0.46%	62
2024 Q4	$588K	Buy	994 +362	+57%	+$212K	0.41%	64
2024 Q3	$319K	Buy	632 +11	+2%	+$5.66K	0.2%	114
2024 Q2	$313K	Buy	621 +533	+606%	+$259K	0.23%	108
2024 Q1	$40.8K	Buy	88 +43	+96%	+$19.2K	0.03%	266
2023 Q4	$15.9K	Buy	+45	New	+$14.7K	0.01%	286

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Richardson Financial Services's META Position: Q2 2026 in Review

Richardson Financial Services increased its Meta Platforms (Facebook) (META) stake by 3% in Q2 2026, buying an estimated $34.2K and bringing the position to 1,907 shares worth $1.07M. The position accounts for 0.61% of the portfolio, ranked #33.

Richardson Financial Services first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold META as of Q2 2026.

Richardson Financial Services held 1,907 shares of Meta Platforms (Facebook) worth $1.07M as of Q2 2026.
Richardson Financial Services bought 56 Meta Platforms (Facebook) shares in Q2 2026, an estimated $34.2K.
Meta Platforms (Facebook) made up 0.61% of Richardson Financial Services's portfolio in Q2 2026, its #33 holding.
Richardson Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Meta Platforms (Facebook) position peaked at $1.15M in Q3 2025.
3,980 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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