Delta Financial Advisors
META icon

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

Delta 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 		$4.26M Buy
5,878
+153
+3% +$95.5K 1% 28
2026
Q2 		$3.23M Sell
5,725
-340
-6% -$208K 0.77% 41
2026
Q1 		$3.47M Sell
6,065
-58
-0.9% -$37.2K 0.9% 32
2025
Q4 		$4.04M Buy
6,123
+821
+15% +$548K 1.05% 27
2025
Q3 		$3.89M Buy
5,302
+540
+11% +$402K 1.1% 29
2025
Q2 		$3.52M Buy
4,762
+35
+0.7% +$21.6K 1.24% 29
2025
Q1 		$2.72M Buy
4,727
+23
+0.5% +$14.8K 1.02% 35
2024
Q4 		$2.75M Buy
4,704
+213
+5% +$125K 1.02% 32
2024
Q3 		$2.57M Buy
4,491
+181
+4% +$93.1K 0.93% 39
2024
Q2 		$2.17M Buy
4,310
+80
+2% +$38.9K 0.84% 38
2024
Q1 		$2.05M Buy
4,230
+311
+8% +$139K 0.81% 40
2023
Q4 		$1.39M Hold
3,919
– – 0.6% 56
2023
Q3 		$1.18M Sell
3,919
-85
-2% -$25.6K 0.53% 62
2023
Q2 		$1.15M Sell
4,004
-75
-2% -$18.5K 0.51% 61
2023
Q1 		$865K Sell
4,079
-5
-0.1% -$852 0.42% 74
2022
Q4 		$491K Sell
4,084
-2,722
-40% -$320K 0.24% 85
2022
Q3 		$923K Sell
6,806
-475
-7% -$77K 0.49% 67
2022
Q2 		$1.17M Buy
7,281
+360
+5% +$69.4K 0.59% 59
2022
Q1 		$1.54M Buy
6,921
+117
+2% +$29.2K 0.66% 57
2021
Q4 		$2.29M Buy
6,804
+50
+0.7% +$16.6K 0.93% 36
2021
Q3 		$2.29M Sell
6,754
-31
-0.5% -$11.2K 1.02% 32
2021
Q2 		$2.36M Buy
6,785
+56
+0.8% +$18K 1.04% 32
2021
Q1 		$1.98M Buy
6,729
+124
+2% +$33.4K 0.93% 40
2020
Q4 		$1.8M Sell
6,605
-21
-0.3% -$5.76K 0.9% 41
2020
Q3 		$1.74M Sell
6,626
-450
-6% -$116K 0.96% 39
2020
Q2 		$1.61M Sell
7,076
-202
-3% -$42.2K 0.95% 39
2020
Q1 		$1.21M Sell
7,278
-1,829
-20% -$358K 0.84% 48
2019
Q4 		$1.87M Sell
9,107
-122
-1% -$23.6K 0.73% 56
2019
Q3 		$1.64M Buy
9,229
+685
+8% +$130K 0.67% 59
2019
Q2 		$1.65M Buy
+8,544
New +$1.56M 0.68% 59

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

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

Delta Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q3 2026, buying an estimated $95.5K and bringing the position to 5,878 shares worth $4.26M. The position accounts for 1% of the portfolio, ranked #28.

Delta Financial Advisors first reported a position in META in Q2 2019 and has held it in 30 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Delta Financial Advisors held 5,878 shares of Meta Platforms (Facebook) worth $4.26M as of Q3 2026.
  • Delta Financial Advisors bought 153 Meta Platforms (Facebook) shares in Q3 2026, an estimated $95.5K.
  • Meta Platforms (Facebook) made up 1% of Delta Financial Advisors's portfolio in Q3 2026, its #28 holding.
  • Delta Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 30 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Delta Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.