SF
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Sun Financial’s Meta Platforms (Facebook) META Stock Holding History

Sun Financial’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
Q1 		$1.99M Buy
3,214
+48
+2% +$30.8K 1% 27
2025
Q4 		$2.09M Buy
+3,166
New +$2.11M 1.16% 22

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sun Financial's META Position: Q1 2026 in Review

Sun Financial increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q1 2026, buying an estimated $30.8K and bringing the position to 3,214 shares worth $1.99M. The position accounts for 1% of the portfolio, ranked #27.

Sun Financial first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.09M in Q4 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Sun Financial held 3,214 shares of Meta Platforms (Facebook) worth $1.99M as of Q1 2026.
  • Sun Financial bought 48 Meta Platforms (Facebook) shares in Q1 2026, an estimated $30.8K.
  • Meta Platforms (Facebook) made up 1% of Sun Financial's portfolio in Q1 2026, its #27 holding.
  • Sun Financial first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Meta Platforms (Facebook) position peaked at $2.09M in Q4 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.