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

Western Financial Corp’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	$1.16M	Sell	2,051 -1,034	-34%	-$632K	0.34%	52
2026 Q1	$1.77M	Sell	3,085 -50	-2%	-$32K	0.69%	34
2025 Q4	$2.07M	Sell	3,135 -615	-16%	-$411K	0.82%	25
2025 Q3	$2.75M	Buy	3,750 +17	+0.5%	+$12.7K	1.2%	17
2025 Q2	$2.75M	Sell	3,733 -4,257	-53%	-$2.63M	1.48%	10
2025 Q1	$4.61M	Buy	7,990 +510	+7%	+$329K	2.68%	5
2024 Q4	$4.38M	Sell	7,480 -147	-2%	-$86.3K	2.41%	5
2024 Q3	$4.37M	Buy	7,627 +1,201	+19%	+$618K	2.48%	4
2024 Q2	$3.24M	Sell	6,426 -20	-0.3%	-$9.72K	1.96%	7
2024 Q1	$3.13M	Sell	6,446 -270	-4%	-$120K	1.92%	6
2023 Q4	$2.38M	Sell	6,716 -28	-0.4%	-$9.12K	1.59%	7
2023 Q3	$2.02M	Buy	+6,744	New	+$2.03M	1.48%	7
2022 Q1	–	Sell	-2,014	Closed	-$677K	–	106
2021 Q4	$677K	Buy	2,014 +565	+39%	+$188K	0.36%	65
2021 Q3	$492K	Buy	1,449 +113	+8%	+$40.7K	0.29%	65
2021 Q2	$465K	Buy	1,336 +142	+12%	+$45.6K	0.25%	66
2021 Q1	$352K	Buy	+1,194	New	+$321K	0.22%	67

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Western Financial Corp's META Position: Q2 2026 in Review

Western Financial Corp reduced its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, selling an estimated $632K and leaving 2,051 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #52.

Western Financial Corp first reported a position in META in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.61M in Q1 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Western Financial Corp held 2,051 shares of Meta Platforms (Facebook) worth $1.16M as of Q2 2026.
Western Financial Corp sold 1,034 Meta Platforms (Facebook) shares in Q2 2026, an estimated $632K.
Meta Platforms (Facebook) made up 0.34% of Western Financial Corp's portfolio in Q2 2026, its #52 holding.
Western Financial Corp first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 16 quarters since.
Western Financial Corp's Meta Platforms (Facebook) position peaked at $4.61M in Q1 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.