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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
Q2 		$3.92M Sell
6,960
-380
-5% -$232K 2.82% 9
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 $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

Synergy Financial Group's META Position: Q2 2026 in Review

Synergy Financial Group reduced its Meta Platforms (Facebook) (META) stake by 5.2% in Q2 2026, selling an estimated $232K and leaving 6,960 shares worth $3.92M. The position accounts for 2.82% of the portfolio, ranked #9.

Synergy Financial Group first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.25M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Synergy Financial Group held 6,960 shares of Meta Platforms (Facebook) worth $3.92M as of Q2 2026.
  • Synergy Financial Group sold 380 Meta Platforms (Facebook) shares in Q2 2026, an estimated $232K.
  • Meta Platforms (Facebook) made up 2.82% of Synergy Financial Group's portfolio in Q2 2026, its #9 holding.
  • Synergy Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Meta Platforms (Facebook) position peaked at $5.25M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.