Trinity Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Trinity Financial Advisors’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	$431K	Buy	765 +2	+0.3%	+$1.22K	0.11%	63
2026 Q1	$436K	Sell	763 -5	-0.7%	-$3.2K	0.12%	61
2025 Q4	$507K	Buy	768 +31	+4%	+$20.7K	0.14%	54
2025 Q3	$542K	Sell	737 -144	-16%	-$107K	0.16%	54
2025 Q2	$650K	Sell	881 -425	-33%	-$263K	0.2%	48
2025 Q1	$694K	Buy	1,306 +191	+17%	+$123K	0.25%	42
2024 Q4	$668K	Buy	1,115 +10	+0.9%	+$5.87K	0.25%	38
2024 Q3	$566K	Hold	1,105	–	–	0.25%	39
2024 Q2	$557K	Sell	1,105 -31	-3%	-$15.1K	0.25%	40
2024 Q1	$552K	Hold	1,136	–	–	0.25%	37
2023 Q4	$402K	Sell	1,136 -5	-0.4%	-$1.63K	0.2%	47
2023 Q3	$343K	Sell	1,141 -174	-13%	-$52.4K	0.18%	49
2023 Q2	$377K	Buy	+1,315	New	+$324K	0.2%	52

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Trinity Financial Advisors's META Position: Q2 2026 in Review

Trinity Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 0.26% in Q2 2026, buying an estimated $1.22K and bringing the position to 765 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #63.

Trinity Financial Advisors first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $694K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Trinity Financial Advisors held 765 shares of Meta Platforms (Facebook) worth $431K as of Q2 2026.
Trinity Financial Advisors bought 2 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.22K.
Meta Platforms (Facebook) made up 0.11% of Trinity Financial Advisors's portfolio in Q2 2026, its #63 holding.
Trinity Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
Trinity Financial Advisors's Meta Platforms (Facebook) position peaked at $694K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.