Symphony Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Symphony Financial Services’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	$661K	Sell	1,173 -118	-9%	-$72.2K	0.3%	45
2026 Q1	$739K	Sell	1,291 -35	-3%	-$22.4K	0.38%	43
2025 Q4	$875K	Buy	1,326 +20	+2%	+$13.4K	0.45%	37
2025 Q3	$959K	Buy	1,306 +10	+0.8%	+$7.44K	0.52%	28
2025 Q2	$960K	Sell	1,296 -12	-0.9%	-$7.42K	0.57%	27
2025 Q1	$754K	Sell	1,308 -85	-6%	-$54.8K	0.49%	30
2024 Q4	$813K	Sell	1,393 -270	-16%	-$158K	0.65%	27
2024 Q3	$797K	Buy	1,663 +270	+19%	+$139K	0.68%	28
2024 Q2	$878K	Buy	+1,393	New	+$677K	0.75%	27

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Symphony Financial Services's META Position: Q2 2026 in Review

Symphony Financial Services reduced its Meta Platforms (Facebook) (META) stake by 9.1% in Q2 2026, selling an estimated $72.2K and leaving 1,173 shares worth $661K. The position accounts for 0.3% of the portfolio, ranked #45.

Symphony Financial Services first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $960K in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Symphony Financial Services held 1,173 shares of Meta Platforms (Facebook) worth $661K as of Q2 2026.
Symphony Financial Services sold 118 Meta Platforms (Facebook) shares in Q2 2026, an estimated $72.2K.
Meta Platforms (Facebook) made up 0.3% of Symphony Financial Services's portfolio in Q2 2026, its #45 holding.
Symphony Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Meta Platforms (Facebook) position peaked at $960K in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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