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

Shum 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 		$364K Buy
647
+103
+19% +$63K 0.22% 83
2026
Q1 		$311K Buy
544
+171
+46% +$110K 0.22% 83
2025
Q4 		$246K Sell
373
-2
-0.5% -$1.34K 0.18% 86
2025
Q3 		$275K Buy
+375
New +$279K 0.21% 85
2025
Q1 		$204K Buy
+354
New +$228K 0.18% 88
2024
Q4 		– Sell
-362
Closed -$207K – 92
2024
Q3 		$207K Buy
+362
New +$186K 0.17% 89

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Shum Financial Group's META Position: Q2 2026 in Review

Shum Financial Group increased its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, buying an estimated $63K and bringing the position to 647 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #83.

Shum Financial Group first reported a position in META in Q3 2024 and has held it in 6 quarters since. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Shum Financial Group held 647 shares of Meta Platforms (Facebook) worth $364K as of Q2 2026.
  • Shum Financial Group bought 103 Meta Platforms (Facebook) shares in Q2 2026, an estimated $63K.
  • Meta Platforms (Facebook) made up 0.22% of Shum Financial Group's portfolio in Q2 2026, its #83 holding.
  • Shum Financial Group first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 6 quarters since.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.