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

Cassilly 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	$238K	Buy	+328	New	+$205K	0.16%	71

Other funds holding META

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cassilly Financial Group opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 328 shares worth $238K. The stake represents 0.16% of the portfolio and ranks #71 among its holdings.

172 funds tracked by Wall St. Rank hold META as of Q3 2026.

Cassilly Financial Group held 328 shares of Meta Platforms (Facebook) worth $238K as of Q3 2026.
Meta Platforms (Facebook) was a new Cassilly Financial Group position in Q3 2026.
Meta Platforms (Facebook) made up 0.16% of Cassilly Financial Group's portfolio in Q3 2026, its #71 holding.
172 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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