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TFC Financial Management’s Meta Platforms (Facebook) META Stock Holding History

TFC Financial Management’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 		$986K Sell
1,750
-273
-13% -$167K 0.11% 58
2026
Q1 		$1.16M Buy
2,023
+46
+2% +$29.5K 0.14% 52
2025
Q4 		$1.3M Sell
1,977
-80
-4% -$53.4K 0.16% 44
2025
Q3 		$1.51M Buy
2,057
+79
+4% +$58.8K 0.19% 40
2025
Q2 		$1.46M Buy
1,978
+684
+53% +$423K 0.2% 38
2025
Q1 		$746K Buy
1,294
+12
+0.9% +$7.74K 0.11% 55
2024
Q4 		$750K Buy
1,282
+13
+1% +$7.63K 0.12% 56
2024
Q3 		$726K Buy
1,269
+248
+24% +$128K 0.11% 56
2024
Q2 		$515K Buy
1,021
+7
+0.7% +$3.4K 0.09% 70
2024
Q1 		$492K Sell
1,014
-11
-1% -$4.91K 0.09% 73
2023
Q4 		$363K Buy
1,025
+5
+0.5% +$1.63K 0.07% 79
2023
Q3 		$306K Buy
1,020
+51
+5% +$15.4K 0.07% 79
2023
Q2 		$278K Buy
969
+23
+2% +$5.67K 0.07% 86
2023
Q1 		$200K Buy
946
+27
+3% +$4.6K 0.05% 108
2022
Q4 		$111K Buy
919
+24
+3% +$2.82K 0.03% 146
2022
Q3 		$121K Sell
895
-27
-3% -$4.38K 0.04% 123
2022
Q2 		$149K Hold
922
– – 0.04% 114
2022
Q1 		$205K Hold
922
– – 0.06% 100
2021
Q4 		$310K Hold
922
– – 0.09% 79
2021
Q3 		$313K Hold
922
– – 0.1% 74
2021
Q2 		$321K Sell
922
-24
-3% -$7.7K 0.11% 72
2021
Q1 		$279K Hold
946
– – 0.11% 73
2020
Q4 		$258K Hold
946
– – 0.11% 75
2020
Q3 		$248K Buy
+946
New +$244K 0.12% 69

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFC Financial Management's META Position: Q2 2026 in Review

TFC Financial Management reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, selling an estimated $167K and leaving 1,750 shares worth $986K. The position accounts for 0.11% of the portfolio, ranked #58.

TFC Financial Management first reported a position in META in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2025. 2,519 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TFC Financial Management held 1,750 shares of Meta Platforms (Facebook) worth $986K as of Q2 2026.
  • TFC Financial Management sold 273 Meta Platforms (Facebook) shares in Q2 2026, an estimated $167K.
  • Meta Platforms (Facebook) made up 0.11% of TFC Financial Management's portfolio in Q2 2026, its #58 holding.
  • TFC Financial Management first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Meta Platforms (Facebook) position peaked at $1.51M in Q3 2025.
  • 2,519 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.