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

Sound Financial Strategies 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 		$257K Hold
457
– – 0.16% 101
2026
Q1 		$261K Buy
+457
New +$293K 0.18% 91
2025
Q4 		– Sell
-287
Closed -$211K – 117
2025
Q3 		$211K Buy
+287
New +$214K 0.15% 101

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

Sound Financial Strategies Group's META Position: Q2 2026 in Review

Sound Financial Strategies Group held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 457 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #101.

Sound Financial Strategies Group first reported a position in META in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q1 2026. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sound Financial Strategies Group held 457 shares of Meta Platforms (Facebook) worth $257K as of Q2 2026.
  • Sound Financial Strategies Group left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.16% of Sound Financial Strategies Group's portfolio in Q2 2026, its #101 holding.
  • Sound Financial Strategies Group first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 3 quarters since.
  • Sound Financial Strategies Group's Meta Platforms (Facebook) position peaked at $261K in Q1 2026.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.