GER Loftin Wealth Advisors LLC’s Meta Platforms (Facebook) META Stock Holding History

GER Loftin Wealth Advisors LLC’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	$3.83M	Buy	+5,275	New	+$3.29M	1.22%	23

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's META Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 5,275 shares worth $3.83M. The stake represents 1.22% of the portfolio and ranks #23 among its holdings.

3,953 funds tracked by Wall St. Rank hold META as of Q3 2026.

GER Loftin Wealth Advisors LLC held 5,275 shares of Meta Platforms (Facebook) worth $3.83M as of Q3 2026.
Meta Platforms (Facebook) was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Meta Platforms (Facebook) made up 1.22% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #23 holding.
3,953 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.