KFP
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Keener Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Keener Financial 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
2025
Q4 		– Sell
-150
Closed -$110K – 136
2025
Q3 		$110K Hold
150
– – 0.05% 69
2025
Q2 		$110K Buy
+150
New +$92.7K 0.05% 73
2025
Q1 		– Sell
-150
Closed -$87K – 188
2024
Q4 		$87K Hold
150
– – 0.05% 71
2024
Q3 		$85K Hold
150
– – 0.06% 63
2024
Q2 		$75K Hold
150
– – 0.05% 75
2024
Q1 		$73K Hold
150
– – 0.05% 78
2023
Q4 		$53K Buy
+150
New +$48.8K 0.04% 91

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Keener Financial Planning's META Position: Q4 2025 in Review

Keener Financial Planning sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 150 shares — an estimated $110K sold.

Keener Financial Planning first reported a position in META in Q4 2023 and held it in 7 quarters. The position peaked at $110K in Q3 2025. 5,157 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Keener Financial Planning reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 150 Meta Platforms (Facebook) shares in Q4 2025, an estimated $110K.
  • Keener Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 7 quarters.
  • Keener Financial Planning's Meta Platforms (Facebook) position peaked at $110K in Q3 2025.
  • 5,157 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.