AA Financial Advisors
META icon

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

AA 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
Q3 		$2.69M Buy
3,705
+139
+4% +$86.8K 0.32% 63
2026
Q2 		$2.01M Buy
3,566
+482
+16% +$295K 0.24% 75
2026
Q1 		$1.76M Buy
3,084
+64
+2% +$41K 0.25% 75
2025
Q4 		$1.99M Buy
3,020
+201
+7% +$134K 0.37% 53
2025
Q3 		$2.07M Buy
2,819
+106
+4% +$78.9K 0.41% 48
2025
Q2 		$2M Buy
2,713
+146
+6% +$90.2K 0.43% 45
2025
Q1 		$1.48M Buy
2,567
+508
+25% +$328K 0.36% 55
2024
Q4 		$1.21M Sell
2,059
-3
-0.1% -$1.76K 0.32% 61
2024
Q3 		$1.18M Buy
2,062
+303
+17% +$156K 0.34% 63
2024
Q2 		$887K Sell
1,759
-171
-9% -$83.1K 0.31% 68
2024
Q1 		$937K Buy
+1,930
New +$861K 0.38% 68

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

AA Financial Advisors's META Position: Q3 2026 in Review

AA Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 3.9% in Q3 2026, buying an estimated $86.8K and bringing the position to 3,705 shares worth $2.69M. The position accounts for 0.32% of the portfolio, ranked #63.

AA Financial Advisors first reported a position in META in Q1 2024 and has held it in 11 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • AA Financial Advisors held 3,705 shares of Meta Platforms (Facebook) worth $2.69M as of Q3 2026.
  • AA Financial Advisors bought 139 Meta Platforms (Facebook) shares in Q3 2026, an estimated $86.8K.
  • Meta Platforms (Facebook) made up 0.32% of AA Financial Advisors's portfolio in Q3 2026, its #63 holding.
  • AA Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.