CWS Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

CWS Financial Advisors’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	$715K	Sell	987 -1	-0.1%	-$624	0.16%	81
2026 Q2	$557K	Buy	988 +3	+0.3%	+$1.83K	0.12%	93
2026 Q1	$564K	Buy	985 +16	+2%	+$10.3K	0.14%	86
2025 Q4	$640K	Hold	969	–	–	0.17%	77
2025 Q3	$712K	Hold	969	–	–	0.2%	63
2025 Q2	$715K	Hold	969	–	–	0.21%	59
2025 Q1	$558K	Buy	969 +39	+4%	+$25.2K	0.18%	67
2024 Q4	$545K	Hold	930	–	–	0.18%	62
2024 Q3	$532K	Hold	930	–	–	0.19%	60
2024 Q2	$469K	Buy	+930	New	+$452K	0.18%	63

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CWS Financial Advisors's META Position: Q3 2026 in Review

CWS Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.1% in Q3 2026, selling an estimated $624 and leaving 987 shares worth $715K. The position accounts for 0.16% of the portfolio, ranked #81.

CWS Financial Advisors first reported a position in META in Q2 2024 and has held it in 10 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

CWS Financial Advisors held 987 shares of Meta Platforms (Facebook) worth $715K as of Q3 2026.
CWS Financial Advisors sold 1 Meta Platforms (Facebook) share in Q3 2026, an estimated $624.
Meta Platforms (Facebook) made up 0.16% of CWS Financial Advisors's portfolio in Q3 2026, its #81 holding.
CWS Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 10 quarters since.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.