Benedict Financial Advisors
META icon

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

Benedict 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 		$579K Sell
798
-247
-24% -$154K 0.11% 109
2026
Q2 		$589K Buy
1,045
+239
+30% +$146K 0.11% 111
2026
Q1 		$461K Sell
806
-170
-17% -$109K 0.1% 109
2025
Q4 		$644K Buy
976
+240
+33% +$160K 0.14% 105
2025
Q3 		$540K Hold
736
– – 0.12% 106
2025
Q2 		$543K Hold
736
– – 0.12% 103
2025
Q1 		$424K Sell
736
-7
-0.9% -$4.52K 0.1% 107
2024
Q4 		$435K Sell
743
-62
-8% -$36.4K 0.11% 105
2024
Q3 		$461K Buy
805
+22
+3% +$11.3K 0.11% 109
2024
Q2 		$395K Buy
783
+10
+1% +$4.86K 0.1% 110
2024
Q1 		$375K Buy
773
+133
+21% +$59.3K 0.1% 110
2023
Q4 		$227K Buy
+640
New +$208K 0.06% 120
2021
Q2 		– Sell
-945
Closed -$278K – 132
2021
Q1 		$278K Buy
+945
New +$254K 0.08% 114

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Benedict Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 24% in Q3 2026, selling an estimated $154K and leaving 798 shares worth $579K. The position accounts for 0.11% of the portfolio, ranked #109.

Benedict Financial Advisors first reported a position in META in Q1 2021 and has held it in 13 quarters since. The position peaked at $644K in Q4 2025. 1,524 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Benedict Financial Advisors held 798 shares of Meta Platforms (Facebook) worth $579K as of Q3 2026.
  • Benedict Financial Advisors sold 247 Meta Platforms (Facebook) shares in Q3 2026, an estimated $154K.
  • Meta Platforms (Facebook) made up 0.11% of Benedict Financial Advisors's portfolio in Q3 2026, its #109 holding.
  • Benedict Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 13 quarters since.
  • Benedict Financial Advisors's Meta Platforms (Facebook) position peaked at $644K in Q4 2025.
  • 1,524 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.