Global Financial Private Client
META icon

Global Financial Private Client’s Meta Platforms (Facebook) META Stock Holding History

Global Financial Private Client’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 		$4.57M Sell
6,300
-54
-0.8% -$33.7K 1.26% 16
2026
Q2 		$3.58M Buy
6,354
+729
+13% +$446K 0.97% 23
2026
Q1 		$3.22M Buy
5,625
+1,020
+22% +$654K 1.05% 23
2025
Q4 		$3.04M Buy
4,605
+136
+3% +$90.8K 1.07% 21
2025
Q3 		$3.28M Buy
4,469
+190
+4% +$141K 1.17% 14
2025
Q2 		$3.16M Buy
4,279
+84
+2% +$51.9K 1.18% 14
2025
Q1 		$2.42M Buy
4,195
+136
+3% +$87.7K 0.92% 21
2024
Q4 		$2.38M Buy
4,059
+360
+10% +$211K 0.89% 16
2024
Q3 		$2.12M Buy
3,699
+159
+4% +$81.8K 0.83% 22
2024
Q2 		$1.78M Buy
3,540
+127
+4% +$61.7K 0.75% 26
2024
Q1 		$1.68M Buy
3,413
+223
+7% +$99.5K 0.72% 29
2023
Q4 		$1.13M Buy
3,190
+566
+22% +$184K 0.53% 49
2023
Q3 		$805K Sell
2,624
-8
-0.3% -$2.41K 0.42% 64
2023
Q2 		$753K Buy
2,632
+11
+0.4% +$2.71K 0.37% 67
2023
Q1 		$558K Buy
2,621
+1,649
+170% +$281K 0.29% 84
2022
Q4 		$117K Sell
972
-2,290
-70% -$269K 0.07% 184
2022
Q3 		$452K Buy
3,262
+2
+0.1% +$324 0.26% 88
2022
Q2 		$522K Buy
3,260
+674
+26% +$130K 0.29% 77
2022
Q1 		$581K Buy
2,586
+106
+4% +$26.5K 0.28% 81
2021
Q4 		$834K Buy
2,480
+169
+7% +$56.1K 0.4% 59
2021
Q3 		$793K Sell
2,311
-43
-2% -$15.5K 0.41% 61
2021
Q2 		$834K Buy
2,354
+457
+24% +$147K 0.47% 57
2021
Q1 		$567K Buy
1,897
+39
+2% +$10.5K 0.41% 61
2020
Q4 		$508K Buy
1,858
+201
+12% +$55.1K 0.4% 59
2020
Q3 		$442K Sell
1,657
-263
-14% -$67.8K 0.38% 58
2020
Q2 		$456K Buy
1,920
+125
+7% +$26.1K 0.4% 59
2020
Q1 		$286K Sell
1,795
-1,382
-44% -$271K 0.3% 77
2019
Q4 		$652K Buy
+3,177
New +$615K 0.55% 44

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Global Financial Private Client's META Position: Q3 2026 in Review

Global Financial Private Client reduced its Meta Platforms (Facebook) (META) stake by 0.85% in Q3 2026, selling an estimated $33.7K and leaving 6,300 shares worth $4.57M. The position accounts for 1.26% of the portfolio, ranked #16.

Global Financial Private Client first reported a position in META in Q4 2019 and has held it in 28 quarters since. 3,352 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Global Financial Private Client held 6,300 shares of Meta Platforms (Facebook) worth $4.57M as of Q3 2026.
  • Global Financial Private Client sold 54 Meta Platforms (Facebook) shares in Q3 2026, an estimated $33.7K.
  • Meta Platforms (Facebook) made up 1.26% of Global Financial Private Client's portfolio in Q3 2026, its #16 holding.
  • Global Financial Private Client first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 28 quarters since.
  • 3,352 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.