Compass Financial Management
META icon

Compass Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Compass Financial Management’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 		$12.9M Buy
17,803
+2,166
+14% +$1.35M 1.39% 8
2026
Q2 		$8.9M Buy
+15,637
New +$9.6M 1.07% 14

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Compass Financial Management's META Position: Q3 2026 in Review

Compass Financial Management increased its Meta Platforms (Facebook) (META) stake by 14% in Q3 2026, buying an estimated $1.35M and bringing the position to 17,803 shares worth $12.9M. The position accounts for 1.39% of the portfolio, ranked #8.

Compass Financial Management first reported a position in META in Q2 2026 and has held it in 2 quarters since. 4,098 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Compass Financial Management held 17,803 shares of Meta Platforms (Facebook) worth $12.9M as of Q3 2026.
  • Compass Financial Management bought 2,166 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.35M.
  • Meta Platforms (Facebook) made up 1.39% of Compass Financial Management's portfolio in Q3 2026, its #8 holding.
  • Compass Financial Management first reported a position in Meta Platforms (Facebook) in Q2 2026 and has held it in 2 quarters since.
  • 4,098 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.