JFA
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JNBA Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

JNBA Financial Advisors’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
Q1 		$1.15M Buy
2,013
+8
+0.4% +$5.13K 0.1% 88
2025
Q4 		$1.32M Buy
2,005
+60
+3% +$40.1K 0.12% 75
2025
Q3 		$1.43M Buy
1,945
+166
+9% +$124K 0.13% 77
2025
Q2 		$1.31M Sell
1,779
-15
-0.8% -$9.27K 0.13% 79
2025
Q1 		$1.03M Sell
1,794
-210
-10% -$135K 0.11% 84
2024
Q4 		$1.17M Sell
2,004
-27
-1% -$15.8K 0.12% 79
2024
Q3 		$1.16M Sell
2,031
-124
-6% -$63.8K 0.12% 81
2024
Q2 		$1.09M Sell
2,155
-46
-2% -$22.4K 0.11% 86
2024
Q1 		$1.07M Sell
2,201
-65
-3% -$29K 0.11% 90
2023
Q4 		$802K Sell
2,266
-25
-1% -$8.14K 0.09% 110
2023
Q3 		$688K Hold
2,291
– – 0.09% 113
2023
Q2 		$657K Hold
2,291
– – 0.08% 116
2023
Q1 		$486K Buy
2,291
+150
+7% +$25.5K 0.06% 130
2022
Q4 		$258K Sell
2,141
-201
-9% -$23.6K 0.04% 169
2022
Q3 		$318K Buy
2,342
+243
+12% +$39.4K 0.05% 149
2022
Q2 		$338K Buy
2,099
+558
+36% +$108K 0.05% 144
2022
Q1 		$343K Buy
1,541
+136
+10% +$34K 0.05% 152
2021
Q4 		$472K Sell
1,405
-91
-6% -$30.2K 0.06% 133
2021
Q3 		$508K Buy
1,496
+301
+25% +$108K 0.07% 122
2021
Q2 		$416K Buy
1,195
+25
+2% +$8.02K 0.06% 134
2021
Q1 		$345K Buy
1,170
+2
+0.2% +$539 0.05% 145
2020
Q4 		$319K Sell
1,168
-18
-2% -$4.93K 0.05% 138
2020
Q3 		$311K Sell
1,186
-26
-2% -$6.71K 0.06% 122
2020
Q2 		$275K Sell
1,212
-6
-0.5% -$1.25K 0.06% 125
2020
Q1 		$203K Hold
1,218
– – 0.05% 138
2019
Q4 		$250K Hold
1,218
– – 0.05% 143
2019
Q3 		$217K Sell
1,218
-1,087
-47% -$207K 0.04% 141
2019
Q2 		$445K Sell
2,305
-100
-4% -$18.3K 0.09% 101
2019
Q1 		$401K Sell
2,405
-140
-6% -$22.3K 0.09% 103
2018
Q4 		$334K Buy
2,545
+2,363
+1,298% +$342K 0.08% 104
2018
Q3 		$30K Sell
182
-5,372
-97% -$972K 0.01% 271
2018
Q2 		$1.08M Sell
5,554
-100
-2% -$18.1K 0.23% 50
2018
Q1 		$903K Sell
5,654
-407
-7% -$73.1K 0.19% 59
2017
Q4 		$1.07M Hold
6,061
– – 0.23% 49
2017
Q3 		$1.04M Buy
6,061
+1,000
+20% +$167K 0.23% 47
2017
Q2 		$764K Sell
5,061
-214
-4% -$31.8K 0.17% 57
2017
Q1 		$749K Buy
5,275
+1,855
+54% +$248K 0.18% 58
2016
Q4 		$393K Sell
3,420
-2,172
-39% -$267K 0.1% 83
2016
Q3 		$717K Buy
5,592
+5,541
+10,865% +$688K 0.1% 64
2016
Q2 		$6K Sell
51
-28
-35% -$3.23K ﹤0.01% 396
2016
Q1 		$9K Buy
79
+28
+55% +$2.95K ﹤0.01% 360
2015
Q4 		$5K Hold
51
– – ﹤0.01% 405
2015
Q3 		$5K Sell
51
-150
-75% -$13.8K ﹤0.01% 408
2015
Q2 		$17K Hold
201
– – 0.01% 302
2015
Q1 		$17K Sell
201
-150
-43% -$11.8K 0.01% 309
2014
Q4 		$27K Hold
351
– – 0.01% 255
2014
Q3 		$28K Buy
351
+51
+17% +$3.74K 0.01% 249
2014
Q2 		$20K Sell
300
-2,500
-89% -$154K 0.01% 272
2014
Q1 		$169K Sell
2,800
-3,120
-53% -$198K 0.09% 96
2013
Q4 		$324K Sell
5,920
-4,305
-42% -$216K 0.18% 65
2013
Q3 		$514K Sell
10,225
-1,725
-14% -$64.2K 0.32% 43
2013
Q2 		$297K Buy
+11,950
New +$306K 0.2% 61

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JNBA Financial Advisors's META Position: Q1 2026 in Review

JNBA Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 0.4% in Q1 2026, buying an estimated $5.13K and bringing the position to 2,013 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #88.

JNBA Financial Advisors first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • JNBA Financial Advisors held 2,013 shares of Meta Platforms (Facebook) worth $1.15M as of Q1 2026.
  • JNBA Financial Advisors bought 8 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.13K.
  • Meta Platforms (Facebook) made up 0.1% of JNBA Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • JNBA Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Meta Platforms (Facebook) position peaked at $1.43M in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.