Southern Financial Group
META icon

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
Q3 		$678K Sell
935
-25
-3% -$15.6K 0.19% 26
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Southern Financial Group's META Position: Q3 2026 in Review

Southern Financial Group reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q3 2026, selling an estimated $15.6K and leaving 935 shares worth $678K. The position accounts for 0.19% of the portfolio, ranked #26.

Southern Financial Group first reported a position in META in Q4 2025 and has held it in 4 quarters since. 4,044 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Southern Financial Group held 935 shares of Meta Platforms (Facebook) worth $678K as of Q3 2026.
  • Southern Financial Group sold 25 Meta Platforms (Facebook) shares in Q3 2026, an estimated $15.6K.
  • Meta Platforms (Facebook) made up 0.19% of Southern Financial Group's portfolio in Q3 2026, its #26 holding.
  • Southern Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 4,044 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Southern Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.