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

Krilogy Financial’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
2021 Q2	–	Sell	-5,600	Closed	-$1.65M	–	274
2021 Q1	$1.65M	Buy	+5,600	New	+$1.51M	0.17%	80
2020 Q4	–	Sell	-1,100	Closed	-$288K	–	265
2020 Q3	$288K	Buy	1,100 +400	+57%	+$103K	0.04%	196
2020 Q2	$159K	Buy	700 +300	+75%	+$62.6K	0.02%	209
2020 Q1	$66K	Sell	400 -300	-43%	-$58.7K	0.01%	187
2019 Q4	$144K	Hold	700	–	–	0.02%	193
2019 Q3	$124K	Buy	700 +500	+250%	+$95K	0.02%	180
2019 Q2	$39K	Sell	200 -8,100	-98%	-$1.48M	0.01%	172
2019 Q1	$1.38M	Sell	8,300 -10,000	-55%	-$1.59M	0.29%	68
2018 Q4	$2.4M	Buy	18,300 +6,000	+49%	+$869K	0.66%	26
2018 Q3	$2.02M	Buy	12,300 +4,000	+48%	+$724K	0.46%	34
2018 Q2	$1.61M	Buy	+8,300	New	+$1.5M	0.41%	42

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Krilogy Financial's META Position: Q1 2026 in Review

Krilogy Financial increased its Meta Platforms (Facebook) (META) stake by 4.5% in Q1 2026, buying an estimated $781K and bringing the position to 28,145 shares worth $19.1M. The position accounts for 0.61% of the portfolio, ranked #39.

Krilogy Financial first reported a position in META in Q3 2015 and has held it in 43 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Krilogy Financial held 28,145 shares of Meta Platforms (Facebook) worth $19.1M as of Q1 2026.
Krilogy Financial bought 1,219 Meta Platforms (Facebook) shares in Q1 2026, an estimated $781K.
Meta Platforms (Facebook) made up 0.61% of Krilogy Financial's portfolio in Q1 2026, its #39 holding.
Krilogy Financial first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 43 quarters since.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.