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Fiduciary Alliance’s Meta Platforms (Facebook) META Stock Holding History

Fiduciary Alliance’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 		$4.8M Sell
8,522
-1,076
-11% -$658K 0.32% 82
2026
Q1 		$6.45M Buy
9,598
+633
+7% +$406K 0.39% 66
2025
Q4 		$5.92M Sell
8,965
-1,582
-15% -$1.06M 0.39% 66
2025
Q3 		$7.75M Buy
10,547
+868
+9% +$646K 0.52% 45
2025
Q2 		$7.14M Buy
9,679
+1,361
+16% +$841K 0.53% 45
2025
Q1 		$4.79M Sell
8,318
-1,049
-11% -$677K 0.47% 55
2024
Q4 		$5.48M Buy
9,367
+7,056
+305% +$4.14M 0.55% 52
2024
Q3 		$1.32M Buy
2,311
+367
+19% +$189K 0.18% 101
2024
Q2 		$991K Buy
1,944
+336
+21% +$163K 0.16% 89
2024
Q1 		$790K Sell
1,608
-36
-2% -$16.1K 0.14% 98
2023
Q4 		$582K Sell
1,644
-6
-0.4% -$1.95K 0.11% 103
2023
Q3 		$495K Buy
1,650
+197
+14% +$59.4K 0.11% 106
2023
Q2 		$417K Sell
1,453
-5
-0.3% -$1.23K 0.09% 108
2023
Q1 		$309K Buy
1,458
+18
+1% +$3.06K 0.08% 114
2022
Q4 		$173K Buy
+1,440
New +$169K 0.04% 134

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fiduciary Alliance's META Position: Q2 2026 in Review

Fiduciary Alliance reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $658K and leaving 8,522 shares worth $4.8M. The position accounts for 0.32% of the portfolio, ranked #82.

Fiduciary Alliance first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.75M in Q3 2025. 1,162 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fiduciary Alliance held 8,522 shares of Meta Platforms (Facebook) worth $4.8M as of Q2 2026.
  • Fiduciary Alliance sold 1,076 Meta Platforms (Facebook) shares in Q2 2026, an estimated $658K.
  • Meta Platforms (Facebook) made up 0.32% of Fiduciary Alliance's portfolio in Q2 2026, its #82 holding.
  • Fiduciary Alliance first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Meta Platforms (Facebook) position peaked at $7.75M in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.