Question 1

Does Phoenix Financial own META stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Phoenix Financial holds 83,546 shares of META (Meta Platforms), worth $47M.

Question 2

How many shares of META does Phoenix Financial own?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial holds 83,546 shares of META (Meta Platforms).

Question 3

What is Phoenix Financial's META position worth?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial's META position is worth $47M.

Question 4

Is Phoenix Financial buying or selling META?

Accepted Answer

In Q2 2026, Phoenix Financial reduced its META position by 5,820 shares (-6.5%).

Question 5

When did Phoenix Financial first buy META?

Accepted Answer

Phoenix Financial already held META in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	83,546	-6.5%	$47M	0.3%	$562.85	0
2026-Q1	Decreased	89,366	-14.0%	$51.5M	0.5%	$571.15	0
2025-Q4	Increased	103,912	+10.5%	$62M	0.7%	$658.40	46
2025-Q3	Decreased	94,055	-19.7%	$66.5M	0.8%	$731.90	0
2025-Q2	Decreased	117,093	-24.5%	$85.7M	1.1%	$735.10	0
2025-Q1	Decreased	155,091	-6.6%	$89.5M	1.4%	$573.58	0
2024-Q4	Decreased	166,019	-25.2%	$97.2M	1.3%	$582.17	0
2024-Q3	Increased	221,866	+3.7%	$127.1M	1.9%	$568.72	49