Key Client Fiduciary Advisors
META icon

Key Client Fiduciary Advisors’s Meta Platforms (Facebook) META Stock Holding History

Key Client Fiduciary 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
Q3 		$2.3M Buy
3,174
+31
+1% +$19.3K 0.64% 30
2026
Q2 		$1.77M Sell
3,143
-219
-7% -$134K 0.51% 42
2026
Q1 		$1.92M Buy
3,362
+171
+5% +$110K 0.65% 34
2025
Q4 		$2.11M Buy
3,191
+165
+5% +$110K 0.72% 34
2025
Q3 		$2.22M Buy
3,026
+98
+3% +$72.9K 0.74% 32
2025
Q2 		$2.16M Buy
2,928
+180
+7% +$111K 0.87% 28
2025
Q1 		$1.58M Sell
2,748
-53
-2% -$34.2K 0.72% 36
2024
Q4 		$1.64M Buy
2,801
+185
+7% +$109K 0.72% 34
2024
Q3 		$1.5M Buy
2,616
+571
+28% +$294K 0.67% 35
2024
Q2 		$1.03M Buy
2,045
+179
+10% +$87K 0.51% 48
2024
Q1 		$906K Buy
1,866
+283
+18% +$126K 0.48% 50
2023
Q4 		$560K Sell
1,583
-67
-4% -$21.8K 0.33% 74
2023
Q3 		$495K Sell
1,650
-85
-5% -$25.6K 0.3% 79
2023
Q2 		$498K Sell
1,735
-85
-5% -$21K 0.29% 80
2023
Q1 		$386K Sell
1,820
-164
-8% -$27.9K 0.24% 95
2022
Q4 		$239K Buy
1,984
+224
+13% +$26.3K 0.16% 129
2022
Q3 		$239K Sell
1,760
-173
-9% -$28K 0.22% 93
2022
Q2 		$312K Buy
1,933
+21
+1% +$4.05K 0.3% 75
2022
Q1 		$425K Buy
1,912
+24
+1% +$6K 0.34% 71
2021
Q4 		$635K Buy
+1,888
New +$627K 0.52% 49

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Key Client Fiduciary Advisors's META Position: Q3 2026 in Review

Key Client Fiduciary Advisors increased its Meta Platforms (Facebook) (META) stake by 0.99% in Q3 2026, buying an estimated $19.3K and bringing the position to 3,174 shares worth $2.3M. The position accounts for 0.64% of the portfolio, ranked #30.

Key Client Fiduciary Advisors first reported a position in META in Q4 2021 and has held it in 20 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Key Client Fiduciary Advisors held 3,174 shares of Meta Platforms (Facebook) worth $2.3M as of Q3 2026.
  • Key Client Fiduciary Advisors bought 31 Meta Platforms (Facebook) shares in Q3 2026, an estimated $19.3K.
  • Meta Platforms (Facebook) made up 0.64% of Key Client Fiduciary Advisors's portfolio in Q3 2026, its #30 holding.
  • Key Client Fiduciary Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.