Charis Legacy Partners
META icon

Charis Legacy Partners’s Meta Platforms (Facebook) META Stock Holding History

Charis Legacy Partners’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 		$369K Buy
508
+48
+10% +$30K 0.46% 21
2026
Q2 		$259K Buy
460
+49
+12% +$30K 0.32% 25
2026
Q1 		$235K Buy
411
+60
+17% +$38.5K 0.34% 25
2025
Q4 		$232K Sell
351
-136
-28% -$90.8K 0.34% 25
2025
Q3 		$358K Buy
+487
New +$362K 0.53% 22

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Charis Legacy Partners's META Position: Q3 2026 in Review

Charis Legacy Partners increased its Meta Platforms (Facebook) (META) stake by 10% in Q3 2026, buying an estimated $30K and bringing the position to 508 shares worth $369K. The position accounts for 0.46% of the portfolio, ranked #21.

Charis Legacy Partners first reported a position in META in Q3 2025 and has held it in 5 quarters since. 2,281 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Charis Legacy Partners held 508 shares of Meta Platforms (Facebook) worth $369K as of Q3 2026.
  • Charis Legacy Partners bought 48 Meta Platforms (Facebook) shares in Q3 2026, an estimated $30K.
  • Meta Platforms (Facebook) made up 0.46% of Charis Legacy Partners's portfolio in Q3 2026, its #21 holding.
  • Charis Legacy Partners first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 5 quarters since.
  • 2,281 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.