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

Southern 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 		$541K Sell
960
-22
-2% -$13.5K 0.14% 36
2026
Q1 		$562K Buy
982
+58
+6% +$37.2K 0.16% 30
2025
Q4 		$610K Buy
+924
New +$617K 0.17% 26

Other funds holding META

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Southern Financial Group reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $13.5K and leaving 960 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #36.

Southern Financial Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $610K in Q4 2025. 2,868 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Southern Financial Group held 960 shares of Meta Platforms (Facebook) worth $541K as of Q2 2026.
  • Southern Financial Group sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 0.14% of Southern Financial Group's portfolio in Q2 2026, its #36 holding.
  • Southern Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Meta Platforms (Facebook) position peaked at $610K in Q4 2025.
  • 2,868 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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