KPWG
META icon

KFA Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

KFA Private Wealth Group’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 		$480K Buy
661
+5
+0.8% +$3.12K 0.11% 83
2026
Q2 		$370K Sell
656
-136
-17% -$83.2K 0.09% 102
2026
Q1 		$453K Buy
792
+50
+7% +$32K 0.11% 91
2025
Q4 		$490K Sell
742
-75
-9% -$50.1K 0.12% 82
2025
Q3 		$601K Buy
817
+4
+0.5% +$2.98K 0.17% 64
2025
Q2 		$600K Sell
813
-28
-3% -$17.3K 0.19% 64
2025
Q1 		$485K Sell
841
-20
-2% -$12.9K 0.17% 64
2024
Q4 		$504K Buy
861
+172
+25% +$101K 0.21% 46
2024
Q3 		$395K Sell
689
-356
-34% -$183K 0.19% 56
2024
Q2 		$527K Sell
1,045
-512
-33% -$249K 0.27% 42
2024
Q1 		$756K Buy
1,557
+168
+12% +$74.9K 0.23% 43
2023
Q4 		$492K Sell
1,389
-21
-1% -$6.84K 0.18% 48
2023
Q3 		$423K Sell
1,410
-7
-0.5% -$2.11K 0.18% 51
2023
Q2 		$407K Sell
1,417
-20
-1% -$4.93K 0.17% 51
2023
Q1 		$305K Buy
+1,437
New +$245K 0.14% 60
2022
Q3 		– Sell
-1,377
Closed -$222K – 67
2022
Q2 		$222K Sell
1,377
-135
-9% -$26K 0.12% 64
2022
Q1 		$336K Buy
1,512
+271
+22% +$67.7K 0.17% 53
2021
Q4 		$417K Sell
1,241
-148
-11% -$49.1K 0.21% 47
2021
Q3 		$471K Sell
1,389
-124
-8% -$44.7K 0.26% 42
2021
Q2 		$526K Buy
1,513
+30
+2% +$9.62K 0.29% 37
2021
Q1 		$437K Buy
1,483
+91
+7% +$24.5K 0.25% 41
2020
Q4 		$380K Sell
1,392
-17
-1% -$4.66K 0.24% 42
2020
Q3 		$369K Buy
1,409
+50
+4% +$12.9K 0.28% 43
2020
Q2 		$309K Buy
1,359
+71
+6% +$14.8K 0.3% 39
2020
Q1 		$215K Sell
1,288
-197
-13% -$38.6K 0.25% 47
2019
Q4 		$305K Buy
+1,485
New +$288K 0.28% 40

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

KFA Private Wealth Group's META Position: Q3 2026 in Review

KFA Private Wealth Group increased its Meta Platforms (Facebook) (META) stake by 0.76% in Q3 2026, buying an estimated $3.12K and bringing the position to 661 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #83.

KFA Private Wealth Group first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $756K in Q1 2024. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • KFA Private Wealth Group held 661 shares of Meta Platforms (Facebook) worth $480K as of Q3 2026.
  • KFA Private Wealth Group bought 5 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.12K.
  • Meta Platforms (Facebook) made up 0.11% of KFA Private Wealth Group's portfolio in Q3 2026, its #83 holding.
  • KFA Private Wealth Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's Meta Platforms (Facebook) position peaked at $756K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.