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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Compass Financial Group (South Dakota)'s META Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Meta Platforms (Facebook) (META) stake by 133% in Q1 2026, buying an estimated $410K and bringing the position to 1,120 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #52.

Compass Financial Group (South Dakota) first reported a position in META in Q3 2024 and has held it in 7 quarters since. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Compass Financial Group (South Dakota) held 1,120 shares of Meta Platforms (Facebook) worth $641K as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 639 Meta Platforms (Facebook) shares in Q1 2026, an estimated $410K.
  • Meta Platforms (Facebook) made up 0.09% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #52 holding.
  • Compass Financial Group (South Dakota) first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.