Cooper Financial Group
META icon

Cooper Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Cooper Financial 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
Q3 		$8.71M Sell
12,009
-2,490
-17% -$1.55M 0.69% 30
2026
Q2 		$8.17M Sell
14,499
-1,310
-8% -$801K 0.68% 30
2026
Q1 		$9.05M Buy
15,809
+1,212
+8% +$777K 0.91% 21
2025
Q4 		$9.6M Buy
14,597
+240
+2% +$160K 1.03% 18
2025
Q3 		$10.5M Buy
14,357
+3,020
+27% +$2.25M 1.17% 16
2025
Q2 		$8.37M Sell
11,337
-197
-2% -$122K 0.98% 20
2025
Q1 		$6.65M Buy
11,534
+2,439
+27% +$1.57M 0.88% 23
2024
Q4 		$5.33M Buy
9,095
+3,162
+53% +$1.86M 0.64% 32
2024
Q3 		$3.4M Buy
5,933
+994
+20% +$511K 0.44% 41
2024
Q2 		$2.49M Buy
4,939
+603
+14% +$293K 0.37% 48
2024
Q1 		$2.11M Buy
4,336
+311
+8% +$139K 0.35% 54
2023
Q4 		$1.42M Buy
4,025
+498
+14% +$162K 0.26% 72
2023
Q3 		$1.06M Buy
3,527
+954
+37% +$287K 0.25% 97
2023
Q2 		$738K Buy
2,573
+353
+16% +$87.1K 0.18% 132
2023
Q1 		$471K Sell
2,220
-43
-2% -$7.32K 0.13% 179
2022
Q4 		$272K Sell
2,263
-2,939
-56% -$345K 0.08% 235
2022
Q3 		$706K Sell
5,202
-1,008
-16% -$163K 0.25% 100
2022
Q2 		$1M Sell
6,210
-599
-9% -$116K 0.36% 71
2022
Q1 		$1.51M Buy
6,809
+2,079
+44% +$520K 0.58% 41
2021
Q4 		$1.59M Sell
4,730
-616
-12% -$205K 0.6% 40
2021
Q3 		$1.81M Buy
5,346
+1,049
+24% +$378K 0.38% 45
2021
Q2 		$1.49M Buy
4,297
+48
+1% +$15.4K 0.3% 53
2021
Q1 		$1.25M Sell
4,249
-4,297
-50% -$1.16M 0.28% 53
2020
Q4 		$2.33M Buy
8,546
+4,026
+89% +$1.1M 0.48% 36
2020
Q3 		$1.18M Buy
4,520
+13
+0.3% +$3.35K 0.34% 48
2020
Q2 		$1.02M Sell
4,507
-156
-3% -$32.6K 0.33% 46
2020
Q1 		$778K Buy
4,663
+1,597
+52% +$313K 0.32% 50
2019
Q4 		$629K Sell
3,066
-15
-0.5% -$2.9K 0.25% 62
2019
Q3 		$549K Buy
3,081
+122
+4% +$23.2K 0.25% 60
2019
Q2 		$571K Sell
2,959
-92
-3% -$16.8K 0.28% 57
2019
Q1 		$509K Buy
3,051
+113
+4% +$18K 0.28% 55
2018
Q4 		$385K Buy
+2,938
New +$426K 0.26% 62

Other funds holding META

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cooper Financial Group's META Position: Q3 2026 in Review

Cooper Financial Group reduced its Meta Platforms (Facebook) (META) stake by 17% in Q3 2026, selling an estimated $1.55M and leaving 12,009 shares worth $8.71M. The position accounts for 0.69% of the portfolio, ranked #30.

Cooper Financial Group first reported a position in META in Q4 2018 and has held it in 32 quarters since. The position peaked at $10.5M in Q3 2025. 1,848 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Cooper Financial Group held 12,009 shares of Meta Platforms (Facebook) worth $8.71M as of Q3 2026.
  • Cooper Financial Group sold 2,490 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.55M.
  • Meta Platforms (Facebook) made up 0.69% of Cooper Financial Group's portfolio in Q3 2026, its #30 holding.
  • Cooper Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Meta Platforms (Facebook) position peaked at $10.5M in Q3 2025.
  • 1,848 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.