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

Allworth 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
Q1 		$58.4M Buy
102,107
+9,789
+11% +$6.27M 0.24% 64
2025
Q4 		$60.9M Buy
92,318
+5,630
+6% +$3.76M 0.25% 58
2025
Q3 		$63.7M Buy
86,688
+10,946
+14% +$8.15M 0.28% 51
2025
Q2 		$55.9M Buy
75,742
+27,492
+57% +$17M 0.27% 54
2025
Q1 		$25.7M Sell
48,250
-216
-0.4% -$139K 0.14% 88
2024
Q4 		$30.2M Buy
48,466
+8,574
+21% +$5.03M 0.17% 77
2024
Q3 		$22.8M Buy
39,892
+2,286
+6% +$1.18M 0.14% 82
2024
Q2 		$17.9M Buy
37,606
+8,605
+30% +$4.18M 0.12% 97
2024
Q1 		$14.1M Buy
29,001
+4,494
+18% +$2M 0.1% 94
2023
Q4 		$8.67M Buy
24,507
+3,315
+16% +$1.08M 0.07% 123
2023
Q3 		$6.36M Buy
21,192
+1,453
+7% +$438K 0.05% 140
2023
Q2 		$5.66M Buy
19,739
+667
+3% +$165K 0.05% 158
2023
Q1 		$4.04M Buy
19,072
+861
+5% +$147K 0.04% 179
2022
Q4 		$2.19M Sell
18,211
-10,447
-36% -$1.23M 0.02% 230
2022
Q3 		$3.89M Buy
28,658
+3,052
+12% +$495K 0.05% 161
2022
Q2 		$4.13M Buy
25,606
+4,028
+19% +$777K 0.06% 154
2022
Q1 		$4.8M Buy
21,578
+6,028
+39% +$1.51M 0.06% 141
2021
Q4 		$5.23M Buy
15,550
+154
+1% +$51.1K 0.07% 119
2021
Q3 		$5.22M Buy
15,396
+7,203
+88% +$2.59M 0.09% 99
2021
Q2 		$2.85M Buy
8,193
+669
+9% +$215K 0.05% 114
2021
Q1 		$2.22M Buy
7,524
+1,550
+26% +$417K 0.05% 109
2020
Q4 		$1.63M Buy
5,974
+17
+0.3% +$4.66K 0.04% 89
2020
Q3 		$1.56M Buy
5,957
+584
+11% +$151K 0.05% 71
2020
Q2 		$1.22M Sell
5,373
-1,430
-21% -$299K 0.04% 80
2020
Q1 		$1.14M Buy
6,803
+1,409
+26% +$276K 0.04% 99
2019
Q4 		$1.11M Buy
5,394
+100
+2% +$19.4K 0.04% 70
2019
Q3 		$943K Sell
5,294
-80
-1% -$15.2K 0.04% 67
2019
Q2 		$1.04M Buy
5,374
+420
+8% +$76.7K 0.04% 66
2019
Q1 		$826K Buy
4,954
+990
+25% +$157K 0.04% 68
2018
Q4 		$520K Sell
3,964
-24
-0.6% -$3.48K 0.03% 86
2018
Q3 		$656K Buy
3,988
+99
+3% +$17.9K 0.03% 79
2018
Q2 		$756K Sell
3,889
-91
-2% -$16.4K 0.04% 69
2018
Q1 		$636K Sell
3,980
-29
-0.7% -$5.21K 0.05% 53
2017
Q4 		$707K Buy
4,009
+112
+3% +$19.8K 0.06% 46
2017
Q3 		$666K Buy
3,897
+168
+5% +$28K 0.05% 47
2017
Q2 		$563K Sell
3,729
-10
-0.3% -$1.49K 0.05% 53
2017
Q1 		$531K Buy
3,739
+321
+9% +$42.9K 0.05% 52
2016
Q4 		$393K Sell
3,418
-20
-0.6% -$2.46K 0.04% 66
2016
Q3 		$441K Buy
3,438
+85
+3% +$10.6K 0.05% 64
2016
Q2 		$383K Buy
3,353
+340
+11% +$39.2K 0.04% 64
2016
Q1 		$344K Buy
3,013
+2,054
+214% +$217K 0.04% 78
2015
Q4 		$100K Sell
959
-100
-9% -$10.3K 0.02% 149
2015
Q3 		$95K Buy
1,059
+597
+129% +$54.8K 0.03% 140
2015
Q2 		$40K Hold
462
– – 0.01% 224
2015
Q1 		$38K Buy
+462
New +$36.2K 0.01% 229

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

Allworth Financial's META Position: Q1 2026 in Review

Allworth Financial increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $6.27M and bringing the position to 102,107 shares worth $58.4M. The position accounts for 0.24% of the portfolio, ranked #64.

Allworth Financial first reported a position in META in Q1 2015 and has held it in 45 quarters since. The position peaked at $63.7M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Allworth Financial held 102,107 shares of Meta Platforms (Facebook) worth $58.4M as of Q1 2026.
  • Allworth Financial bought 9,789 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.27M.
  • Meta Platforms (Facebook) made up 0.24% of Allworth Financial's portfolio in Q1 2026, its #64 holding.
  • Allworth Financial first reported a position in Meta Platforms (Facebook) in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Meta Platforms (Facebook) position peaked at $63.7M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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