KFS
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Kaizen Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Kaizen Financial Strategies’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
2022
Q4 		– Sell
-8,200
Closed -$389K – 129
2022
Q3 		$389K Buy
8,200
+3,000
+58% +$486K 0.39% 62
2022
Q2 		$268K Buy
+5,200
New +$1M 0.26% 89

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Kaizen Financial Strategies's META Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Meta Platforms (Facebook) (META) stake by 22% in Q3 2026, selling an estimated $303K and leaving 1,719 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #33.

Kaizen Financial Strategies first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q1 2022. 434 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Kaizen Financial Strategies held 1,719 shares of Meta Platforms (Facebook) worth $1.25M as of Q3 2026.
  • Kaizen Financial Strategies sold 485 Meta Platforms (Facebook) shares in Q3 2026, an estimated $303K.
  • Meta Platforms (Facebook) made up 0.49% of Kaizen Financial Strategies's portfolio in Q3 2026, its #33 holding.
  • Kaizen Financial Strategies first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's Meta Platforms (Facebook) position peaked at $2.03M in Q1 2022.
  • 434 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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