Cypress Wealth Services
META icon

Cypress Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-5,810
Closed -$1.52M – 424
2020
Q3 		$1.52M Buy
+5,810
New +$1.5M 0.39% 53

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cypress Wealth Services's META Position: Q3 2026 in Review

Cypress Wealth Services increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q3 2026, buying an estimated $65.5K and bringing the position to 5,653 shares worth $4.18M. The position accounts for 0.49% of the portfolio, ranked #46.

Cypress Wealth Services first reported a position in META in Q4 2017 and has held it in 35 quarters since. 3,371 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Cypress Wealth Services held 5,653 shares of Meta Platforms (Facebook) worth $4.18M as of Q3 2026.
  • Cypress Wealth Services bought 105 Meta Platforms (Facebook) shares in Q3 2026, an estimated $65.5K.
  • Meta Platforms (Facebook) made up 0.49% of Cypress Wealth Services's portfolio in Q3 2026, its #46 holding.
  • Cypress Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 35 quarters since.
  • 3,371 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.