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

Synergy Financial 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
Q1 		$4.2M Buy
7,340
+245
+3% +$157K 3.16% 8
2025
Q4 		$4.68M Sell
7,095
-60
-0.8% -$40.1K 3.29% 8
2025
Q3 		$5.25M Buy
7,155
+114
+2% +$84.8K 3.54% 8
2025
Q2 		$5.2M Buy
7,041
+363
+5% +$224K 3.83% 6
2025
Q1 		$3.85M Buy
6,678
+280
+4% +$181K 3.46% 7
2024
Q4 		$3.75M Sell
6,398
-197
-3% -$116K 3.12% 9
2024
Q3 		$3.78M Buy
6,595
+107
+2% +$55.1K 3.58% 8
2024
Q2 		$3.27M Buy
6,488
+251
+4% +$122K 3.43% 9
2024
Q1 		$3.03M Sell
6,237
-546
-8% -$244K 3.41% 8
2023
Q4 		$2.4M Sell
6,783
-412
-6% -$134K 2.94% 10
2023
Q3 		$2.16M Sell
7,195
-56
-0.8% -$16.9K 3.02% 8
2023
Q2 		$2.08M Sell
7,251
-268
-4% -$66.1K 2.81% 8
2023
Q1 		$1.59M Sell
7,519
-542
-7% -$92.3K 2.59% 11
2022
Q4 		$970K Sell
8,061
-2,204
-21% -$259K 1.92% 15
2022
Q3 		$1.39M Buy
10,265
+656
+7% +$106K 2.09% 11
2022
Q2 		$1.55M Buy
9,609
+5
+0.1% +$965 2.43% 8
2022
Q1 		$2.14M Buy
9,604
+1,041
+12% +$260K 2.24% 11
2021
Q4 		$2.88M Buy
+8,563
New +$2.84M 2.58% 9

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Synergy Financial Group's META Position: Q1 2026 in Review

Synergy Financial Group increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q1 2026, buying an estimated $157K and bringing the position to 7,340 shares worth $4.2M. The position accounts for 3.16% of the portfolio, ranked #8.

Synergy Financial Group first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.25M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Synergy Financial Group held 7,340 shares of Meta Platforms (Facebook) worth $4.2M as of Q1 2026.
  • Synergy Financial Group bought 245 Meta Platforms (Facebook) shares in Q1 2026, an estimated $157K.
  • Meta Platforms (Facebook) made up 3.16% of Synergy Financial Group's portfolio in Q1 2026, its #8 holding.
  • Synergy Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Meta Platforms (Facebook) position peaked at $5.25M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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