Benchmark Financial Wealth Advisors
META icon

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

Benchmark Financial Wealth 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 		$2.55M Sell
3,519
-91
-3% -$56.8K 0.61% 35
2026
Q2 		$2.03M Sell
3,610
-53
-1% -$32.4K 0.5% 34
2026
Q1 		$2.1M Sell
3,663
-7
-0.2% -$4.49K 0.58% 34
2025
Q4 		$2.42M Buy
3,670
+40
+1% +$26.7K 0.7% 30
2025
Q3 		$2.67M Sell
3,630
-33
-0.9% -$24.6K 0.8% 30
2025
Q2 		$2.7M Buy
3,663
+40
+1% +$24.7K 0.89% 28
2025
Q1 		$2.09M Buy
3,623
+122
+3% +$78.7K 0.79% 25
2024
Q4 		$2.05M Buy
3,501
+11
+0.3% +$6.46K 0.66% 25
2024
Q3 		$2M Buy
3,490
+203
+6% +$104K 0.67% 23
2024
Q2 		$1.66M Buy
3,287
+18
+0.6% +$8.75K 0.61% 22
2024
Q1 		$1.59M Buy
3,269
+50
+2% +$22.3K 0.61% 23
2023
Q4 		$1.14M Buy
3,219
+18
+0.6% +$5.86K 0.49% 27
2023
Q3 		$961K Buy
3,201
+13
+0.4% +$3.92K 0.45% 28
2023
Q2 		$915K Buy
3,188
+124
+4% +$30.6K 0.42% 27
2023
Q1 		$649K Sell
3,064
-46
-1% -$7.83K 0.33% 30
2022
Q4 		$374K Sell
3,110
-7
-0.2% -$822 0.2% 41
2022
Q3 		$423K Sell
3,117
-1,084
-26% -$176K 0.25% 39
2022
Q2 		$677K Buy
4,201
+1,067
+34% +$206K 0.35% 30
2022
Q1 		$697K Sell
3,134
-560
-15% -$140K 0.3% 32
2021
Q4 		$1.24M Buy
3,694
+105
+3% +$34.9K 0.52% 27
2021
Q3 		$1.22M Buy
3,589
+302
+9% +$109K 0.58% 26
2021
Q2 		$1.14M Buy
3,287
+42
+1% +$13.5K 0.55% 26
2021
Q1 		$956K Sell
3,245
-1,063
-25% -$286K 0.52% 26
2020
Q4 		$1.18M Sell
4,308
-26
-0.6% -$7.13K 0.65% 25
2020
Q3 		$1.14M Buy
4,334
+23
+0.5% +$5.93K 0.73% 23
2020
Q2 		$979K Buy
4,311
+1,188
+38% +$248K 0.72% 23
2020
Q1 		$521K Sell
3,123
-37
-1% -$7.24K 0.52% 21
2019
Q4 		$649K Hold
3,160
– – 0.54% 21
2019
Q3 		$563K Sell
3,160
-858
-21% -$163K 0.55% 19
2019
Q2 		$775K Buy
4,018
+339
+9% +$61.9K 0.76% 16
2019
Q1 		$613K Buy
3,679
+132
+4% +$21K 0.64% 17
2018
Q4 		$465K Buy
+3,547
New +$514K 0.58% 19

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Benchmark Financial Wealth Advisors's META Position: Q3 2026 in Review

Benchmark Financial Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.5% in Q3 2026, selling an estimated $56.8K and leaving 3,519 shares worth $2.55M. The position accounts for 0.61% of the portfolio, ranked #35.

Benchmark Financial Wealth Advisors first reported a position in META in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.7M in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Benchmark Financial Wealth Advisors held 3,519 shares of Meta Platforms (Facebook) worth $2.55M as of Q3 2026.
  • Benchmark Financial Wealth Advisors sold 91 Meta Platforms (Facebook) shares in Q3 2026, an estimated $56.8K.
  • Meta Platforms (Facebook) made up 0.61% of Benchmark Financial Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.7M in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.