VFG
META icon

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

Valley 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 		$332K Sell
581
-60
-9% -$38.5K 0.18% 45
2025
Q4 		$423K Buy
641
+61
+11% +$40.7K 0.24% 38
2025
Q3 		$426K Buy
580
+18
+3% +$13.4K 0.24% 39
2025
Q2 		$415K Buy
562
+1
+0.2% +$618 0.25% 38
2025
Q1 		$323K Sell
561
-27
-5% -$17.4K 0.21% 40
2024
Q4 		$344K Buy
588
+14
+2% +$8.22K 0.24% 41
2024
Q3 		$329K Sell
574
-66
-10% -$34K 0.23% 44
2024
Q2 		$323K Buy
640
+6
+0.9% +$2.92K 0.24% 40
2024
Q1 		$308K Sell
634
-8
-1% -$3.57K 0.23% 41
2023
Q4 		$227K Buy
+642
New +$209K 0.18% 53

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

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

Valley Financial Group reduced its Meta Platforms (Facebook) (META) stake by 9.4% in Q1 2026, selling an estimated $38.5K and leaving 581 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #45.

Valley Financial Group first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $426K in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Valley Financial Group held 581 shares of Meta Platforms (Facebook) worth $332K as of Q1 2026.
  • Valley Financial Group sold 60 Meta Platforms (Facebook) shares in Q1 2026, an estimated $38.5K.
  • Meta Platforms (Facebook) made up 0.18% of Valley Financial Group's portfolio in Q1 2026, its #45 holding.
  • Valley Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Valley Financial Group's Meta Platforms (Facebook) position peaked at $426K in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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