SHFG
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S Harris Financial Group’s Meta Platforms (Facebook) META Stock Holding History

S Harris Financial Group’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 		$1.31M Buy
2,324
+9
+0.4% +$5.5K 1.01% 15
2026
Q1 		$1.32M Buy
2,315
+425
+22% +$272K 1.21% 14
2025
Q4 		$1.25M Buy
+1,890
New +$1.26M 1.19% 15

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

S Harris Financial Group's META Position: Q2 2026 in Review

S Harris Financial Group increased its Meta Platforms (Facebook) (META) stake by 0.39% in Q2 2026, buying an estimated $5.5K and bringing the position to 2,324 shares worth $1.31M. The position accounts for 1.01% of the portfolio, ranked #15.

S Harris Financial Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2026. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • S Harris Financial Group held 2,324 shares of Meta Platforms (Facebook) worth $1.31M as of Q2 2026.
  • S Harris Financial Group bought 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 1.01% of S Harris Financial Group's portfolio in Q2 2026, its #15 holding.
  • S Harris Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Meta Platforms (Facebook) position peaked at $1.32M in Q1 2026.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.