FFA
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Fi3 Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Fi3 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
Q1 		$2.36M Buy
4,130
+383
+10% +$245K 0.68% 18
2025
Q4 		$2.47M Buy
3,747
+402
+12% +$268K 0.76% 19
2025
Q3 		$2.46M Sell
3,345
-77
-2% -$57.3K 0.83% 18
2025
Q2 		$2.53M Buy
3,422
+51
+2% +$31.5K 0.91% 18
2025
Q1 		$1.94M Buy
3,371
+80
+2% +$51.6K 0.79% 18
2024
Q4 		$1.93M Sell
3,291
-44
-1% -$25.8K 0.72% 22
2024
Q3 		$1.91M Buy
3,335
+371
+13% +$191K 0.76% 17
2024
Q2 		$1.49M Buy
2,964
+131
+5% +$63.7K 0.66% 18
2024
Q1 		$1.28M Buy
2,833
+263
+10% +$117K 0.59% 19
2023
Q4 		$910K Sell
2,570
-54
-2% -$17.6K 0.43% 26
2023
Q3 		$788K Buy
2,624
+195
+8% +$58.8K 0.42% 29
2023
Q2 		$697K Sell
2,429
-67
-3% -$16.5K 0.36% 30
2023
Q1 		$529K Buy
2,496
+297
+14% +$50.6K 0.28% 36
2022
Q4 		$265K Buy
2,199
+658
+43% +$77.3K 0.15% 50
2022
Q3 		$209K Buy
+1,541
New +$250K 0.19% 46
2022
Q1 		– Sell
-664
Closed -$223K – 51
2021
Q4 		$223K Buy
+664
New +$220K 0.15% 46

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fi3 Financial Advisors's META Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, buying an estimated $245K and bringing the position to 4,130 shares worth $2.36M. The position accounts for 0.68% of the portfolio, ranked #18.

Fi3 Financial Advisors first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.53M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Fi3 Financial Advisors held 4,130 shares of Meta Platforms (Facebook) worth $2.36M as of Q1 2026.
  • Fi3 Financial Advisors bought 383 Meta Platforms (Facebook) shares in Q1 2026, an estimated $245K.
  • Meta Platforms (Facebook) made up 0.68% of Fi3 Financial Advisors's portfolio in Q1 2026, its #18 holding.
  • Fi3 Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
  • Fi3 Financial Advisors's Meta Platforms (Facebook) position peaked at $2.53M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.