IFS
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Integrated Financial Solutions’s Meta Platforms (Facebook) META Stock Holding History

Integrated Financial Solutions’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 		$3.43M Buy
4,732
+82
+2% +$51.2K 1.76% 15
2026
Q2 		$2.62M Buy
4,650
+360
+8% +$220K 1.41% 16
2026
Q1 		$2.45M Buy
4,290
+890
+26% +$570K 1.7% 12
2025
Q4 		$2.24M Buy
3,400
+2,600
+325% +$1.74M 1.34% 15
2025
Q3 		$588K Buy
+800
New +$595K 0.4% 24

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Integrated Financial Solutions's META Position: Q3 2026 in Review

Integrated Financial Solutions increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q3 2026, buying an estimated $51.2K and bringing the position to 4,732 shares worth $3.43M. The position accounts for 1.76% of the portfolio, ranked #15.

Integrated Financial Solutions first reported a position in META in Q3 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Integrated Financial Solutions held 4,732 shares of Meta Platforms (Facebook) worth $3.43M as of Q3 2026.
  • Integrated Financial Solutions bought 82 Meta Platforms (Facebook) shares in Q3 2026, an estimated $51.2K.
  • Meta Platforms (Facebook) made up 1.76% of Integrated Financial Solutions's portfolio in Q3 2026, its #15 holding.
  • Integrated Financial Solutions first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.