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

Sovereign 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 		$1.7M Sell
3,014
-87
-3% -$53.2K 0.26% 65
2026
Q1 		$1.77M Sell
3,101
-488
-14% -$313K 0.31% 61
2025
Q4 		$2.37M Buy
3,589
+307
+9% +$205K 0.41% 39
2025
Q3 		$2.41M Buy
3,282
+68
+2% +$50.6K 0.45% 35
2025
Q2 		$2.37M Buy
3,214
+203
+7% +$125K 0.49% 34
2025
Q1 		$1.74M Sell
3,011
-350
-10% -$226K 0.4% 46
2024
Q4 		$1.97M Sell
3,361
-20
-0.6% -$11.7K 0.45% 36
2024
Q3 		$1.94M Buy
3,381
+128
+4% +$65.9K 0.45% 39
2024
Q2 		$1.64M Buy
3,253
+359
+12% +$175K 0.41% 46
2024
Q1 		$1.41M Buy
2,894
+77
+3% +$34.3K 0.37% 51
2023
Q4 		$997K Buy
2,817
+497
+21% +$162K 0.3% 70
2023
Q3 		$696K Sell
2,320
-369
-14% -$111K 0.25% 84
2023
Q2 		$772K Buy
2,689
+304
+13% +$75K 0.25% 94
2023
Q1 		$505K Buy
2,385
+540
+29% +$92K 0.19% 130
2022
Q4 		$222K Buy
+1,845
New +$217K 0.09% 197
2022
Q3 		– Sell
-1,576
Closed -$254K – 211
2022
Q2 		$254K Buy
1,576
+382
+32% +$73.7K 0.1% 175
2022
Q1 		$265K Buy
1,194
+118
+11% +$29.5K 0.1% 185
2021
Q4 		$362K Sell
1,076
-85
-7% -$28.2K 0.15% 141
2021
Q3 		$394K Sell
1,161
-272
-19% -$98K 0.23% 96
2021
Q2 		$422K Hold
1,433
– – 0.26% 83
2021
Q1 		$422K Buy
1,433
+217
+18% +$58.4K 0.26% 81
2020
Q4 		$332K Buy
+1,216
New +$333K 0.24% 86

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

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

Sovereign Financial Group reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, selling an estimated $53.2K and leaving 3,014 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #65.

Sovereign Financial Group first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.41M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sovereign Financial Group held 3,014 shares of Meta Platforms (Facebook) worth $1.7M as of Q2 2026.
  • Sovereign Financial Group sold 87 Meta Platforms (Facebook) shares in Q2 2026, an estimated $53.2K.
  • Meta Platforms (Facebook) made up 0.26% of Sovereign Financial Group's portfolio in Q2 2026, its #65 holding.
  • Sovereign Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's Meta Platforms (Facebook) position peaked at $2.41M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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