Elm3 Financial Group
META icon

Elm3 Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Elm3 Financial Group’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 		$632K Sell
872
-52
-6% -$32.5K 0.42% 59
2026
Q2 		$521K Sell
924
-1
-0.1% -$611 0.36% 71
2026
Q1 		$529K Sell
925
-2
-0.2% -$1.28K 0.45% 61
2025
Q4 		$612K Buy
927
+99
+12% +$66.1K 0.51% 51
2025
Q3 		$608K Buy
828
+27
+3% +$20.1K 0.5% 42
2025
Q2 		$591K Buy
801
+88
+12% +$54.4K 0.49% 42
2025
Q1 		$411K Buy
713
+114
+19% +$73.5K 0.36% 62
2024
Q4 		$351K Buy
+599
New +$352K 0.3% 62

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Elm3 Financial Group's META Position: Q3 2026 in Review

Elm3 Financial Group reduced its Meta Platforms (Facebook) (META) stake by 5.6% in Q3 2026, selling an estimated $32.5K and leaving 872 shares worth $632K. The position accounts for 0.42% of the portfolio, ranked #59.

Elm3 Financial Group first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Elm3 Financial Group held 872 shares of Meta Platforms (Facebook) worth $632K as of Q3 2026.
  • Elm3 Financial Group sold 52 Meta Platforms (Facebook) shares in Q3 2026, an estimated $32.5K.
  • Meta Platforms (Facebook) made up 0.42% of Elm3 Financial Group's portfolio in Q3 2026, its #59 holding.
  • Elm3 Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.