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Compass Financial Group (South Dakota)’s Meta Platforms (Facebook) META Stock Holding History

Compass Financial Group (South Dakota)’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 		$631K Hold
1,120
– – 0.07% 58
2026
Q1 		$641K Buy
1,120
+639
+133% +$410K 0.09% 52
2025
Q4 		$317K Buy
481
+81
+20% +$54.1K 0.05% 75
2025
Q3 		$293K Hold
400
– – 0.04% 79
2025
Q2 		$295K Sell
400
-7
-2% -$4.33K 0.05% 73
2025
Q1 		$235K Buy
407
+26
+7% +$16.8K 0.04% 85
2024
Q4 		$223K Hold
381
– – 0.04% 86
2024
Q3 		$218K Buy
+381
New +$196K 0.04% 88

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Compass Financial Group (South Dakota)'s META Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,120 shares worth $631K. The position accounts for 0.07% of the portfolio, ranked #58.

Compass Financial Group (South Dakota) first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $641K in Q1 2026. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Compass Financial Group (South Dakota) held 1,120 shares of Meta Platforms (Facebook) worth $631K as of Q2 2026.
  • Compass Financial Group (South Dakota) left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.07% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #58 holding.
  • Compass Financial Group (South Dakota) first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • Compass Financial Group (South Dakota)'s Meta Platforms (Facebook) position peaked at $641K in Q1 2026.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.