Curran Financial Partners
META icon

Curran Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Curran Financial Partners’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 		$788K Sell
1,087
-86
-7% -$53.7K 0.13% 78
2026
Q2 		$661K Buy
1,173
+20
+2% +$12.2K 0.1% 84
2026
Q1 		$660K Buy
1,153
+44
+4% +$28.2K 0.12% 79
2025
Q4 		$732K Sell
1,109
-341
-24% -$228K 0.14% 76
2025
Q3 		$1.07M Sell
1,450
-2
-0.1% -$1.49K 0.21% 60
2025
Q2 		$1.07M Buy
1,452
+416
+40% +$257K 0.24% 58
2025
Q1 		$597K Buy
1,036
+103
+11% +$66.5K 0.15% 59
2024
Q4 		$546K Buy
933
+55
+6% +$32.3K 0.14% 62
2024
Q3 		$503K Buy
878
+28
+3% +$14.4K 0.14% 65
2024
Q2 		$429K Buy
850
+16
+2% +$7.78K 0.14% 63
2024
Q1 		$405K Sell
834
-12
-1% -$5.35K 0.14% 61
2023
Q4 		$331K Sell
846
-70
-8% -$22.8K 0.13% 62
2023
Q3 		$275K Buy
916
+138
+18% +$41.6K 0.12% 59
2023
Q2 		$223K Buy
+778
New +$192K 0.1% 68
2022
Q2 		– Sell
-924
Closed -$205K – 61
2022
Q1 		$205K Sell
924
-22
-2% -$5.5K 0.08% 74
2021
Q4 		$318K Buy
946
+37
+4% +$12.3K 0.14% 57
2021
Q3 		$308K Sell
909
-30
-3% -$10.8K 0.16% 47
2021
Q2 		$326K Sell
939
-17
-2% -$5.45K 0.18% 52
2021
Q1 		$282K Buy
956
+48
+5% +$12.9K 0.2% 51
2020
Q4 		$248K Buy
+908
New +$249K 0.21% 48

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Curran Financial Partners's META Position: Q3 2026 in Review

Curran Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q3 2026, selling an estimated $53.7K and leaving 1,087 shares worth $788K. The position accounts for 0.13% of the portfolio, ranked #78.

Curran Financial Partners first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.07M in Q2 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Curran Financial Partners held 1,087 shares of Meta Platforms (Facebook) worth $788K as of Q3 2026.
  • Curran Financial Partners sold 86 Meta Platforms (Facebook) shares in Q3 2026, an estimated $53.7K.
  • Meta Platforms (Facebook) made up 0.13% of Curran Financial Partners's portfolio in Q3 2026, its #78 holding.
  • Curran Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Curran Financial Partners's Meta Platforms (Facebook) position peaked at $1.07M in Q2 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Curran Financial Partners's 13F filing for Q3 2026, filed 4 Nov 2026.