Fiduciary Alliance
META icon

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
Q3 		$5.23M Sell
7,214
-1,308
-15% -$816K 0.39% 71
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

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

Fiduciary Alliance's META Position: Q3 2026 in Review

Fiduciary Alliance reduced its Meta Platforms (Facebook) (META) stake by 15% in Q3 2026, selling an estimated $816K and leaving 7,214 shares worth $5.23M. The position accounts for 0.39% of the portfolio, ranked #71.

Fiduciary Alliance first reported a position in META in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.75M in Q3 2025. 1,540 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Fiduciary Alliance held 7,214 shares of Meta Platforms (Facebook) worth $5.23M as of Q3 2026.
  • Fiduciary Alliance sold 1,308 Meta Platforms (Facebook) shares in Q3 2026, an estimated $816K.
  • Meta Platforms (Facebook) made up 0.39% of Fiduciary Alliance's portfolio in Q3 2026, its #71 holding.
  • Fiduciary Alliance first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Meta Platforms (Facebook) position peaked at $7.75M in Q3 2025.
  • 1,540 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.