C1AG
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Client 1st Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Client 1st Advisory 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
Q2 		$1.32M Buy
2,337
+269
+13% +$164K 0.34% 43
2026
Q1 		$1.18M Buy
2,068
+58
+3% +$37.2K 0.36% 37
2025
Q4 		$1.33M Buy
2,010
+65
+3% +$43.4K 0.41% 36
2025
Q3 		$1.43M Buy
1,945
+88
+5% +$65.5K 0.47% 32
2025
Q2 		$1.37M Buy
1,857
+10
+0.5% +$6.18K 0.5% 30
2025
Q1 		$1.06M Hold
1,847
– – 0.41% 38
2024
Q4 		$1.08M Sell
1,847
-7
-0.4% -$4.11K 0.42% 36
2024
Q3 		$1.06M Sell
1,854
-333
-15% -$171K 0.42% 35
2024
Q2 		$1.1M Buy
2,187
+127
+6% +$61.7K 0.47% 32
2024
Q1 		$1M Buy
2,060
+201
+11% +$89.7K 0.45% 31
2023
Q4 		$658K Buy
1,859
+180
+11% +$58.6K 0.32% 41
2023
Q3 		$504K Hold
1,679
– – 0.27% 51
2023
Q2 		$482K Sell
1,679
-130
-7% -$32.1K 0.25% 52
2023
Q1 		$383K Sell
1,809
-578
-24% -$98.4K 0.21% 61
2022
Q4 		$287K Hold
2,387
– – 0.17% 69
2022
Q3 		$324K Buy
2,387
+333
+16% +$54K 0.2% 59
2022
Q2 		$331K Sell
2,054
-7
-0.3% -$1.35K 0.2% 55
2022
Q1 		$458K Buy
2,061
+802
+64% +$200K 0.22% 51
2021
Q4 		$423K Buy
1,259
+122
+11% +$40.5K 0.21% 50
2021
Q3 		$386K Buy
1,137
+75
+7% +$27K 0.2% 49
2021
Q2 		$369K Buy
1,062
+106
+11% +$34K 0.19% 48
2021
Q1 		$282K Hold
956
– – 0.16% 52
2020
Q4 		$240K Hold
956
– – 0.16% 49
2020
Q3 		$264K Sell
956
-74
-7% -$19.1K 0.19% 46
2020
Q2 		$241K Buy
+1,030
New +$215K 0.2% 52

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Client 1st Advisory Group's META Position: Q2 2026 in Review

Client 1st Advisory Group increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 2,337 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #43.

Client 1st Advisory Group first reported a position in META in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.43M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Client 1st Advisory Group held 2,337 shares of Meta Platforms (Facebook) worth $1.32M as of Q2 2026.
  • Client 1st Advisory Group bought 269 Meta Platforms (Facebook) shares in Q2 2026, an estimated $164K.
  • Meta Platforms (Facebook) made up 0.34% of Client 1st Advisory Group's portfolio in Q2 2026, its #43 holding.
  • Client 1st Advisory Group first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 25 quarters since.
  • Client 1st Advisory Group's Meta Platforms (Facebook) position peaked at $1.43M in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.