KFI
META icon

Key Financial Inc’s Meta Platforms (Facebook) META Stock Holding History

Key Financial Inc’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 		$799K Buy
1,396
+61
+5% +$39.1K 0.14% 134
2025
Q4 		$881K Sell
1,335
-10
-0.7% -$6.68K 0.16% 112
2025
Q3 		$965K Buy
1,345
+181
+16% +$135K 0.18% 106
2025
Q2 		$859K Buy
1,164
+16
+1% +$9.89K 0.17% 113
2025
Q1 		$662K Sell
1,148
-131
-10% -$84.5K 0.14% 126
2024
Q4 		$749K Buy
1,279
+17
+1% +$9.98K 0.17% 110
2024
Q3 		$722K Sell
1,262
-69
-5% -$35.5K 0.16% 114
2024
Q2 		$671K Hold
1,331
– – 0.16% 111
2024
Q1 		$646K Buy
1,331
+85
+7% +$37.9K 0.16% 110
2023
Q4 		$441K Sell
1,246
-5
-0.4% -$1.63K 0.12% 138
2023
Q3 		$376K Buy
1,251
+51
+4% +$15.4K 0.13% 138
2023
Q2 		$344K Buy
1,200
+232
+24% +$57.2K 0.11% 147
2023
Q1 		$205K Sell
968
-43
-4% -$7.32K 0.07% 193
2022
Q4 		$137K Hold
1,011
– – 0.06% 212
2022
Q3 		$137K Sell
1,011
-75
-7% -$12.2K 0.06% 214
2022
Q2 		$174K Sell
1,086
-50
-4% -$9.65K 0.09% 165
2022
Q1 		$253K Sell
1,136
-10
-0.9% -$2.5K 0.13% 131
2021
Q4 		$385K Buy
1,146
+165
+17% +$54.8K 0.19% 102
2021
Q3 		$333K Hold
981
– – 0.19% 103
2021
Q2 		$350K Buy
981
+220
+29% +$70.6K 0.2% 99
2021
Q1 		$224K Buy
761
+106
+16% +$28.5K 0.15% 129
2020
Q4 		$179K Buy
+655
New +$180K 0.13% 131
2020
Q2 		– Sell
-609
Closed -$101K – 409
2020
Q1 		$101K Buy
+609
New +$119K 0.1% 153

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

Key Financial Inc's META Position: Q1 2026 in Review

Key Financial Inc increased its Meta Platforms (Facebook) (META) stake by 4.6% in Q1 2026, buying an estimated $39.1K and bringing the position to 1,396 shares worth $799K. The position accounts for 0.14% of the portfolio, ranked #134.

Key Financial Inc first reported a position in META in Q1 2020 and has held it in 23 quarters since. The position peaked at $965K in Q3 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Key Financial Inc held 1,396 shares of Meta Platforms (Facebook) worth $799K as of Q1 2026.
  • Key Financial Inc bought 61 Meta Platforms (Facebook) shares in Q1 2026, an estimated $39.1K.
  • Meta Platforms (Facebook) made up 0.14% of Key Financial Inc's portfolio in Q1 2026, its #134 holding.
  • Key Financial Inc first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Meta Platforms (Facebook) position peaked at $965K in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.