Carter Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Carter Financial Group’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	$481K	Sell	663 -721	-52%	-$450K	0.24%	70
2026 Q2	$779K	Buy	1,384 +243	+21%	+$149K	0.4%	51
2026 Q1	$653K	Buy	1,141 +125	+12%	+$80.1K	0.4%	50
2025 Q4	$670K	Sell	1,016 -6	-0.6%	-$4.01K	0.4%	49
2025 Q3	$750K	Buy	1,022 +166	+19%	+$124K	0.45%	44
2025 Q2	$632K	Buy	+856	New	+$529K	0.41%	46
2022 Q1	$249K	Buy	+1,122	New	+$280K	0.33%	43

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Carter Financial Group's META Position: Q3 2026 in Review

Carter Financial Group reduced its Meta Platforms (Facebook) (META) stake by 52% in Q3 2026, selling an estimated $450K and leaving 663 shares worth $481K. The position accounts for 0.24% of the portfolio, ranked #70.

Carter Financial Group first reported a position in META in Q1 2022 and has held it in 7 quarters since. The position peaked at $779K in Q2 2026. 2,281 funds tracked by Wall St. Rank hold META as of Q3 2026.

Carter Financial Group held 663 shares of Meta Platforms (Facebook) worth $481K as of Q3 2026.
Carter Financial Group sold 721 Meta Platforms (Facebook) shares in Q3 2026, an estimated $450K.
Meta Platforms (Facebook) made up 0.24% of Carter Financial Group's portfolio in Q3 2026, its #70 holding.
Carter Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 7 quarters since.
Carter Financial Group's Meta Platforms (Facebook) position peaked at $779K in Q2 2026.
2,281 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.