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SevenBridge Financial Group’s Meta Platforms (Facebook) META Stock Holding History

SevenBridge 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
Q1 		$11.4M Buy
16,855
+1,030
+7% +$660K 1.78% 9
2025
Q4 		$10.6M Sell
15,825
-281
-2% -$188K 1.71% 9
2025
Q3 		$9.81M Buy
16,106
+920
+6% +$685K 1.62% 9
2025
Q2 		$12M Buy
15,186
+1,195
+9% +$738K 2.12% 8
2025
Q1 		$8.95M Buy
13,991
+2,345
+20% +$1.51M 1.76% 10
2024
Q4 		$8.38M Buy
11,646
+483
+4% +$284K 1.59% 11
2024
Q3 		$6.51M Buy
11,163
+327
+3% +$168K 1.25% 17
2024
Q2 		$5.35M Buy
10,836
+362
+3% +$176K 1.18% 20
2024
Q1 		$4.73M Sell
10,474
-267
-2% -$119K 1.07% 26
2023
Q4 		$3.8M Buy
10,741
+255
+2% +$83K 0.9% 34
2023
Q3 		$3.15M Buy
10,486
+505
+5% +$152K 0.81% 39
2023
Q2 		$2.86M Buy
9,981
+306
+3% +$75.5K 0.74% 40
2023
Q1 		$2.05M Buy
9,675
+203
+2% +$34.6K 0.57% 54
2022
Q4 		$1.14M Buy
9,472
+1,617
+21% +$190K 0.33% 79
2022
Q3 		$1.07M Buy
7,855
+796
+11% +$129K 0.36% 73
2022
Q2 		$1.14M Buy
7,059
+2,232
+46% +$431K 0.46% 61
2022
Q1 		$1.07M Sell
4,827
-5,278
-52% -$1.32M 0.38% 64
2021
Q4 		$3.4M Buy
10,105
+298
+3% +$98.9K 1.03% 29
2021
Q3 		$3.33M Buy
9,807
+186
+2% +$67K 1.11% 27
2021
Q2 		$3.35M Buy
9,621
+1,037
+12% +$333K 1.09% 28
2021
Q1 		$2.53M Buy
8,584
+523
+6% +$141K 0.92% 33
2020
Q4 		$2.2M Buy
8,061
+571
+8% +$157K 0.86% 34
2020
Q3 		$1.96M Buy
7,490
+459
+7% +$118K 0.89% 33
2020
Q2 		$1.6M Buy
7,031
+425
+6% +$88.7K 0.79% 39
2020
Q1 		$1.1M Sell
6,606
-10
-0.2% -$1.96K 0.64% 53
2019
Q4 		$1.36M Buy
6,616
+480
+8% +$93K 0.35% 61
2019
Q3 		$1.09M Buy
6,136
+140
+2% +$26.6K 0.57% 54
2019
Q2 		$1.16M Buy
5,996
+690
+13% +$126K 0.41% 60
2019
Q1 		$884K Buy
5,306
+8
+0.2% +$1.27K 0.33% 70
2018
Q4 		$695K Buy
5,298
+429
+9% +$62.1K 0.43% 62
2018
Q3 		$801K Sell
4,869
-2,753
-36% -$498K 0.43% 67
2018
Q2 		$1.48M Buy
7,622
+688
+10% +$124K 0.82% 40
2018
Q1 		$1.11M Sell
6,934
-651
-9% -$117K 0.64% 48
2017
Q4 		$1.34M Buy
7,585
+1,417
+23% +$250K 0.74% 43
2017
Q3 		$1.05M Buy
6,168
+243
+4% +$40.6K 0.6% 51
2017
Q2 		$895K Buy
5,925
+48
+0.8% +$7.14K 0.55% 59
2017
Q1 		$827K Sell
5,877
-505
-8% -$67.5K 0.54% 59
2016
Q4 		$816K Hold
6,382
– – 0.59% 53
2016
Q3 		$816K Sell
6,382
-403
-6% -$50K 0.59% 53
2016
Q2 		$775K Sell
6,785
-48,439
-88% -$5.58M 0.54% 57
2016
Q1 		$484K Buy
+55,224
New +$5.83M 0.04% 65

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

SevenBridge Financial Group's META Position: Q1 2026 in Review

SevenBridge Financial Group increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q1 2026, buying an estimated $660K and bringing the position to 16,855 shares worth $11.4M. The position accounts for 1.78% of the portfolio, ranked #9.

SevenBridge Financial Group first reported a position in META in Q1 2016 and has held it in 41 quarters since. The position peaked at $12M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • SevenBridge Financial Group held 16,855 shares of Meta Platforms (Facebook) worth $11.4M as of Q1 2026.
  • SevenBridge Financial Group bought 1,030 Meta Platforms (Facebook) shares in Q1 2026, an estimated $660K.
  • Meta Platforms (Facebook) made up 1.78% of SevenBridge Financial Group's portfolio in Q1 2026, its #9 holding.
  • SevenBridge Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Meta Platforms (Facebook) position peaked at $12M in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.