FFA
META icon

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
Q2 		$568K Buy
42,015
+37,885
+917% +$23.2M 0.14% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fi3 Financial Advisors's META Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 917% in Q2 2026, buying an estimated $23.2M and bringing the position to 42,015 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #91.

Fi3 Financial Advisors first reported a position in META in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.53M in Q2 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fi3 Financial Advisors held 42,015 shares of Meta Platforms (Facebook) worth $568K as of Q2 2026.
  • Fi3 Financial Advisors bought 37,885 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.2M.
  • Meta Platforms (Facebook) made up 0.14% of Fi3 Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Fi3 Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 17 quarters since.
  • Fi3 Financial Advisors's Meta Platforms (Facebook) position peaked at $2.53M in Q2 2025.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.