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

Warner Financial’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 		$354K Buy
628
+3
+0.5% +$1.83K 0.1% 116
2026
Q1 		$358K Hold
625
– – 0.12% 103
2025
Q4 		$413K Buy
+625
New +$417K 0.14% 89

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Warner Financial's META Position: Q2 2026 in Review

Warner Financial increased its Meta Platforms (Facebook) (META) stake by 0.48% in Q2 2026, buying an estimated $1.83K and bringing the position to 628 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #116.

Warner Financial first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 2,395 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Warner Financial held 628 shares of Meta Platforms (Facebook) worth $354K as of Q2 2026.
  • Warner Financial bought 3 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.83K.
  • Meta Platforms (Facebook) made up 0.1% of Warner Financial's portfolio in Q2 2026, its #116 holding.
  • Warner Financial first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Warner Financial's Meta Platforms (Facebook) position peaked at $413K in Q4 2025.
  • 2,395 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.