AF
META icon

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
2025
Q1 		– Hold
0
– -$499K – 4134
2024
Q4 		– Hold
0
– – – 692

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.