BFS
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Burkett Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Burkett Financial Services’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 		$389K Buy
536
+207
+63% +$129K 0.12% 46
2026
Q2 		$186K Hold
329
– – 0.06% 52
2026
Q1 		$189K Hold
329
– – 0.06% 53
2025
Q4 		$217K Hold
329
– – 0.07% 50
2025
Q3 		$242K Hold
329
– – 0.08% 49
2025
Q2 		$243K Buy
329
+1
+0.3% +$618 0.09% 47
2025
Q1 		$189K Hold
328
– – 0.08% 49
2024
Q4 		$192K Hold
328
– – 0.08% 49
2024
Q3 		$188K Hold
328
– – 0.08% 47
2024
Q2 		$165K Hold
328
– – 0.08% 45
2024
Q1 		$159K Sell
328
-75
-19% -$33.5K 0.08% 47
2023
Q4 		$143K Buy
+403
New +$131K 0.08% 51

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's META Position: Q3 2026 in Review

Burkett Financial Services increased its Meta Platforms (Facebook) (META) stake by 63% in Q3 2026, buying an estimated $129K and bringing the position to 536 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #46.

Burkett Financial Services first reported a position in META in Q4 2023 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Burkett Financial Services held 536 shares of Meta Platforms (Facebook) worth $389K as of Q3 2026.
  • Burkett Financial Services bought 207 Meta Platforms (Facebook) shares in Q3 2026, an estimated $129K.
  • Meta Platforms (Facebook) made up 0.12% of Burkett Financial Services's portfolio in Q3 2026, its #46 holding.
  • Burkett Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.