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BOK Financial Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

BOK Financial Private Wealth’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 		$1.25M Sell
2,184
-1,303
-37% -$835K 0.08% 79
2025
Q4 		$2.3M Buy
3,487
+1,327
+61% +$886K 0.14% 54
2025
Q3 		$1.59M Buy
2,160
+79
+4% +$58.8K 0.1% 67
2025
Q2 		$1.54M Buy
2,081
+478
+30% +$295K 0.1% 71
2025
Q1 		$924K Buy
1,603
+1,107
+223% +$714K 0.07% 94
2024
Q4 		$290K Buy
496
+41
+9% +$24.1K 0.02% 155
2024
Q3 		$260K Sell
455
-205
-31% -$105K 0.02% 158
2024
Q2 		$333K Buy
660
+76
+13% +$36.9K 0.02% 147
2024
Q1 		$284K Buy
584
+140
+32% +$62.5K 0.02% 157
2023
Q4 		$157K Buy
444
+150
+51% +$48.8K 0.01% 178
2023
Q3 		$88.3K Sell
294
-290
-50% -$87.4K 0.01% 193
2023
Q2 		$168K Buy
584
+83
+17% +$20.5K 0.01% 164
2023
Q1 		$106K Buy
501
+17
+4% +$2.9K 0.01% 194
2022
Q4 		$58.2K Hold
484
– – ﹤0.01% 229
2022
Q3 		$66K Hold
484
– – 0.01% 231
2022
Q2 		$78K Sell
484
-9,144
-95% -$1.76M 0.01% 220
2022
Q1 		$2.14M Sell
9,628
-1,486
-13% -$371K 0.15% 93
2021
Q4 		$3.74M Buy
11,114
+1,465
+15% +$486K 0.26% 65
2021
Q3 		$3.27M Buy
9,649
+1,377
+17% +$496K 0.26% 64
2021
Q2 		$2.88M Buy
8,272
+2,006
+32% +$644K 0.23% 71
2021
Q1 		$1.85M Buy
6,266
+1,194
+24% +$321K 0.17% 84
2020
Q4 		$1.39M Buy
5,072
+848
+20% +$232K 0.13% 87
2020
Q3 		$1.11M Buy
4,224
+144
+4% +$37.1K 0.12% 91
2020
Q2 		$926K Buy
4,080
+600
+17% +$125K 0.1% 101
2020
Q1 		$580K Sell
3,480
-524
-13% -$103K 0.07% 119
2019
Q4 		$822K Buy
4,004
+288
+8% +$55.8K 0.07% 109
2019
Q3 		$662K Buy
3,716
+629
+20% +$120K 0.09% 62
2019
Q2 		$596K Buy
3,087
+938
+44% +$171K 0.09% 62
2019
Q1 		$358K Buy
2,149
+312
+17% +$49.6K 0.05% 72
2018
Q4 		$241K Buy
+1,837
New +$266K 0.03% 111

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

BOK Financial Private Wealth's META Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 37% in Q1 2026, selling an estimated $835K and leaving 2,184 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #79.

BOK Financial Private Wealth first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.74M in Q4 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • BOK Financial Private Wealth held 2,184 shares of Meta Platforms (Facebook) worth $1.25M as of Q1 2026.
  • BOK Financial Private Wealth sold 1,303 Meta Platforms (Facebook) shares in Q1 2026, an estimated $835K.
  • Meta Platforms (Facebook) made up 0.08% of BOK Financial Private Wealth's portfolio in Q1 2026, its #79 holding.
  • BOK Financial Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • BOK Financial Private Wealth's Meta Platforms (Facebook) position peaked at $3.74M in Q4 2021.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.