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

Fiduciary Planning’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 		$2.36M Sell
3,256
-50
-2% -$31.2K 0.61% 26
2026
Q2 		$1.86M Sell
3,306
-14
-0.4% -$8.56K 0.49% 27
2026
Q1 		$1.9M Sell
3,320
-18
-0.5% -$11.5K 0.57% 28
2025
Q4 		$2.2M Sell
3,338
-36
-1% -$24K 0.67% 26
2025
Q3 		$2.48M Sell
3,374
-98
-3% -$72.9K 0.76% 25
2025
Q2 		$2.56M Sell
3,472
-190
-5% -$117K 0.85% 24
2025
Q1 		$2.11M Buy
3,662
+400
+12% +$258K 0.7% 25
2024
Q4 		$1.91M Buy
3,262
+1,953
+149% +$1.15M 0.62% 30
2024
Q3 		$750K Buy
1,309
+134
+11% +$68.9K 0.25% 39
2024
Q2 		$592K Sell
1,175
-274
-19% -$133K 0.21% 41
2024
Q1 		$704K Buy
1,449
+535
+59% +$239K 0.27% 36
2023
Q4 		$324K Buy
+914
New +$298K 0.14% 44
2021
Q4 		– Sell
-836
Closed -$284K – 55
2021
Q3 		$284K Buy
+836
New +$301K 0.15% 58
2021
Q2 		– Sell
-50
Closed -$15K – 181
2021
Q1 		$15K Sell
50
-1
-2% -$269 0.02% 131
2020
Q4 		$14K Hold
51
– – 0.02% 131
2020
Q3 		$13K Buy
+51
New +$13.2K 0.02% 98

Other funds holding META

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
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

Fiduciary Planning's META Position: Q3 2026 in Review

Fiduciary Planning reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q3 2026, selling an estimated $31.2K and leaving 3,256 shares worth $2.36M. The position accounts for 0.61% of the portfolio, ranked #26.

Fiduciary Planning first reported a position in META in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.56M in Q2 2025. 2,632 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Fiduciary Planning held 3,256 shares of Meta Platforms (Facebook) worth $2.36M as of Q3 2026.
  • Fiduciary Planning sold 50 Meta Platforms (Facebook) shares in Q3 2026, an estimated $31.2K.
  • Meta Platforms (Facebook) made up 0.61% of Fiduciary Planning's portfolio in Q3 2026, its #26 holding.
  • Fiduciary Planning first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 16 quarters since.
  • Fiduciary Planning's Meta Platforms (Facebook) position peaked at $2.56M in Q2 2025.
  • 2,632 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.