SFC
META icon

Strategic Financial Concepts’s Meta Platforms (Facebook) META Stock Holding History

Strategic Financial Concepts’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 		$607K Sell
1,077
-22
-2% -$13.5K 0.18% 117
2026
Q1 		$641K Buy
+1,099
New +$704K 0.16% 134
2025
Q4 		– Sell
-965
Closed -$709K – 226
2025
Q3 		$709K Sell
965
-605
-39% -$450K 0.1% 105
2025
Q2 		$1.16M Sell
1,570
-169
-10% -$104K 0.16% 72
2025
Q1 		$1M Sell
1,739
-403
-19% -$260K 0.19% 121
2024
Q4 		$1.25M Buy
2,142
+920
+75% +$540K 0.24% 89
2024
Q3 		$699K Buy
1,222
+903
+283% +$465K 0.22% 91
2024
Q2 		$161K Sell
319
-671
-68% -$326K 0.09% 142
2024
Q1 		$481K Buy
+990
New +$442K 0.12% 162
2023
Q4 		– Sell
-904
Closed -$271K – 216
2023
Q3 		$271K Sell
904
-7
-0.8% -$2.11K 0.09% 197
2023
Q2 		$261K Sell
911
-451
-33% -$111K 0.1% 188
2023
Q1 		$289K Buy
+1,362
New +$232K 0.12% 159

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

Strategic Financial Concepts's META Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, selling an estimated $13.5K and leaving 1,077 shares worth $607K. The position accounts for 0.18% of the portfolio, ranked #117.

Strategic Financial Concepts first reported a position in META in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strategic Financial Concepts held 1,077 shares of Meta Platforms (Facebook) worth $607K as of Q2 2026.
  • Strategic Financial Concepts sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 0.18% of Strategic Financial Concepts's portfolio in Q2 2026, its #117 holding.
  • Strategic Financial Concepts first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's Meta Platforms (Facebook) position peaked at $1.25M in Q4 2024.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.