BFS
META icon

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

Burr 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 		$2.8M Sell
3,858
-12,699
-77% -$7.93M 1.71% 14
2026
Q2 		$9.33M Sell
16,557
-489
-3% -$299K 5.79% 7
2026
Q1 		$9.8M Buy
17,046
+1,742
+11% +$1.12M 7.75% 6
2025
Q4 		$10.1M Sell
15,304
-7
-0% -$4.67K 7.56% 5
2025
Q3 		$11.2M Sell
15,311
-18
-0.1% -$13.4K 8.35% 4
2025
Q2 		$11.3M Sell
15,329
-4,008
-21% -$2.48M 9.52% 2
2025
Q1 		$11.1M Buy
19,337
+482
+3% +$311K 8.74% 3
2024
Q4 		$11M Buy
18,855
+3,739
+25% +$2.19M 7.45% 5
2024
Q3 		$8.65M Sell
15,116
-3,033
-17% -$1.56M 6.13% 4
2024
Q2 		$9.15M Sell
18,149
-1,634
-8% -$794K 6.39% 3
2024
Q1 		$9.26M Buy
19,783
+400
+2% +$178K 7.23% 4
2023
Q4 		$9.09M Buy
+19,383
New +$6.31M 6.95% 4

Other funds holding META

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Burr Financial Services reduced its Meta Platforms (Facebook) (META) stake by 77% in Q3 2026, selling an estimated $7.93M and leaving 3,858 shares worth $2.8M. The position accounts for 1.71% of the portfolio, ranked #14.

Burr Financial Services first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q2 2025. 4,297 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Burr Financial Services held 3,858 shares of Meta Platforms (Facebook) worth $2.8M as of Q3 2026.
  • Burr Financial Services sold 12,699 Meta Platforms (Facebook) shares in Q3 2026, an estimated $7.93M.
  • Meta Platforms (Facebook) made up 1.71% of Burr Financial Services's portfolio in Q3 2026, its #14 holding.
  • Burr Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Burr Financial Services's Meta Platforms (Facebook) position peaked at $11.3M in Q2 2025.
  • 4,297 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.