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Souders Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Souders Financial Advisors’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 		$5.29M Buy
9,397
+1,064
+13% +$651K 0.53% 43
2026
Q1 		$4.77M Sell
8,333
-86
-1% -$55.1K 0.54% 42
2025
Q4 		$5.56M Sell
8,419
-490
-6% -$327K 0.64% 39
2025
Q3 		$6.54M Sell
8,909
-330
-4% -$246K 0.78% 34
2025
Q2 		$6.82M Buy
9,239
+769
+9% +$475K 0.87% 29
2025
Q1 		$4.88M Buy
8,470
+706
+9% +$455K 0.68% 33
2024
Q4 		$4.55M Buy
7,764
+456
+6% +$268K 0.63% 37
2024
Q3 		$4.18M Buy
7,308
+1,089
+18% +$560K 0.58% 48
2024
Q2 		$3.14M Buy
6,219
+250
+4% +$122K 0.47% 60
2024
Q1 		$2.9M Sell
5,969
-585
-9% -$261K 0.46% 63
2023
Q4 		$2.32M Sell
6,554
-23
-0.3% -$7.49K 0.4% 66
2023
Q3 		$1.97M Sell
6,577
-191
-3% -$57.5K 0.38% 69
2023
Q2 		$1.94M Sell
6,768
-1,464
-18% -$361K 0.37% 68
2023
Q1 		$1.74M Sell
8,232
-3,702
-31% -$630K 0.37% 68
2022
Q4 		$1.44M Buy
11,934
+3,011
+34% +$354K 0.33% 73
2022
Q3 		$1.21M Sell
8,923
-439
-5% -$71.2K 0.33% 72
2022
Q2 		$1.51M Buy
9,362
+839
+10% +$162K 0.43% 63
2022
Q1 		$1.9M Buy
8,523
+1,396
+20% +$349K 0.55% 53
2021
Q4 		$2.4M Buy
7,127
+1,289
+22% +$428K 0.69% 49
2021
Q3 		$1.98M Buy
5,838
+95
+2% +$34.2K 0.64% 51
2021
Q2 		$2M Buy
5,743
+303
+6% +$97.2K 0.67% 49
2021
Q1 		$1.6M Buy
5,440
+160
+3% +$43.1K 0.63% 49
2020
Q4 		$1.44M Buy
5,280
+164
+3% +$45K 0.63% 48
2020
Q3 		$1.39M Buy
5,116
+36
+0.7% +$9.28K 0.66% 46
2020
Q2 		$1.15M Buy
5,080
+937
+23% +$196K 0.66% 46
2020
Q1 		$691K Buy
+4,143
New +$811K 0.61% 44

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

Souders Financial Advisors's META Position: Q2 2026 in Review

Souders Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $651K and bringing the position to 9,397 shares worth $5.29M. The position accounts for 0.53% of the portfolio, ranked #43.

Souders Financial Advisors first reported a position in META in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.82M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Souders Financial Advisors held 9,397 shares of Meta Platforms (Facebook) worth $5.29M as of Q2 2026.
  • Souders Financial Advisors bought 1,064 Meta Platforms (Facebook) shares in Q2 2026, an estimated $651K.
  • Meta Platforms (Facebook) made up 0.53% of Souders Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Souders Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Meta Platforms (Facebook) position peaked at $6.82M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.