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

RM 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 		$366K Hold
650
– – 0.27% 61
2026
Q1 		$372K Hold
650
– – 0.32% 57
2025
Q4 		$429K Buy
+650
New +$434K 0.38% 53

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

RM Financial Services held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 650 shares worth $366K. The position accounts for 0.27% of the portfolio, ranked #61.

RM Financial Services first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $429K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • RM Financial Services held 650 shares of Meta Platforms (Facebook) worth $366K as of Q2 2026.
  • RM Financial Services left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.27% of RM Financial Services's portfolio in Q2 2026, its #61 holding.
  • RM Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • RM Financial Services's Meta Platforms (Facebook) position peaked at $429K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.