SFPG
META icon

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

Stonebridge Financial Planning 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 		$558K Hold
991
– – 0.18% 123
2026
Q1 		$567K Sell
991
-33
-3% -$21.1K 0.21% 116
2025
Q4 		$676K Buy
1,024
+12
+1% +$8.01K 0.24% 108
2025
Q3 		$743K Sell
1,012
-70
-6% -$52.1K 0.28% 98
2025
Q2 		$799K Sell
1,082
-67
-6% -$41.4K 0.33% 88
2025
Q1 		$662K Hold
1,149
– – 0.3% 90
2024
Q4 		$673K Buy
1,149
+183
+19% +$107K 0.3% 89
2024
Q3 		$553K Sell
966
-4
-0.4% -$2.06K 0.26% 98
2024
Q2 		$489K Hold
970
– – 0.25% 102
2024
Q1 		$471K Hold
970
– – 0.25% 101
2023
Q4 		$343K Sell
970
-75
-7% -$24.4K 0.2% 116
2023
Q3 		$314K Hold
1,045
– – 0.2% 111
2023
Q2 		$300K Sell
1,045
-14
-1% -$3.46K 0.18% 110
2023
Q1 		$224K Sell
1,059
-1,751
-62% -$298K 0.14% 115
2022
Q4 		$338K Sell
2,810
-2,710
-49% -$318K 0.23% 98
2022
Q3 		$749K Sell
5,520
-2,680
-33% -$434K 0.52% 57
2022
Q2 		$1.32M Sell
8,200
-1,029
-11% -$199K 0.9% 37
2022
Q1 		$2.05M Sell
9,229
-706
-7% -$176K 1.15% 26
2021
Q4 		$3M Sell
9,935
-352
-3% -$117K 1.57% 19
2021
Q3 		$3.41M Sell
10,287
-606
-6% -$218K 1.67% 16
2021
Q2 		$3.85M Sell
10,893
-156
-1% -$50K 2.04% 12
2021
Q1 		$3.44M Sell
11,049
-543
-5% -$146K 2.01% 12
2020
Q4 		$3.17M Sell
11,592
-110
-0.9% -$30.2K 2.01% 13
2020
Q3 		$3.11M Sell
11,702
-164
-1% -$42.3K 2.24% 12
2020
Q2 		$2.77M Buy
11,866
+134
+1% +$28K 2.36% 10
2020
Q1 		$2.04M Sell
11,732
-425
-3% -$83.2K 2.04% 14
2019
Q4 		$2.5M Buy
+12,157
New +$2.35M 2.26% 13

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

Stonebridge Financial Planning Group's META Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 991 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #123.

Stonebridge Financial Planning Group first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.85M in Q2 2021. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Stonebridge Financial Planning Group held 991 shares of Meta Platforms (Facebook) worth $558K as of Q2 2026.
  • Stonebridge Financial Planning Group left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.18% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #123 holding.
  • Stonebridge Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Meta Platforms (Facebook) position peaked at $3.85M in Q2 2021.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.