Spectrum Financial Alliance’s Meta Platforms (Facebook) META Stock Holding History

Spectrum Financial Alliance’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	$15.5M	Buy	27,488 +2,217	+9%	+$1.36M	2.28%	14
2026 Q1	$14.5M	Buy	+25,271	New	+$16.2M	2.78%	9
2019 Q3	–	Sell	-55,684	Closed	-$10.7M	–	13
2019 Q2	$10.7M	Sell	55,684 -12,252	-18%	-$2.24M	6.69%	8
2019 Q1	$11.2M	Sell	67,936 -341	-0.5%	-$54.2K	7.7%	7
2018 Q4	$8.89M	Buy	68,277 +223	+0.3%	+$32.3K	6.77%	7
2018 Q3	$11.2M	Buy	+68,054	New	+$12.3M	6.98%	7
2018 Q2	–	Sell	-44	Closed	-$7K	–	124
2018 Q1	$7K	Buy	+44	New	+$7.9K	﹤0.01%	89

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Spectrum Financial Alliance's META Position: Q2 2026 in Review

Spectrum Financial Alliance increased its Meta Platforms (Facebook) (META) stake by 8.8% in Q2 2026, buying an estimated $1.36M and bringing the position to 27,488 shares worth $15.5M. The position accounts for 2.28% of the portfolio, ranked #14.

Spectrum Financial Alliance first reported a position in META in Q1 2018 and has held it in 7 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Spectrum Financial Alliance held 27,488 shares of Meta Platforms (Facebook) worth $15.5M as of Q2 2026.
Spectrum Financial Alliance bought 2,217 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.36M.
Meta Platforms (Facebook) made up 2.28% of Spectrum Financial Alliance's portfolio in Q2 2026, its #14 holding.
Spectrum Financial Alliance first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 7 quarters since.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.