LifeGuide Financial Advisors
META icon

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

LifeGuide Financial 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 		$344K Sell
475
-17
-3% -$10.6K 0.1% 36
2026
Q2 		$277K Buy
492
+19
+4% +$11.6K 0.08% 40
2026
Q1 		$271K Buy
473
+58
+14% +$37.2K 0.09% 38
2025
Q4 		$270K Hold
415
– – 0.09% 40
2025
Q3 		$298K Hold
415
– – 0.11% 43
2025
Q2 		$306K Sell
415
-54
-12% -$33.4K 0.11% 42
2025
Q1 		$270K Buy
469
+54
+13% +$34.8K 0.11% 36
2024
Q4 		$243K Sell
415
-9
-2% -$5.28K 0.1% 38
2024
Q3 		$243K Sell
424
-104
-20% -$53.5K 0.1% 40
2024
Q2 		$266K Buy
528
+103
+24% +$50.1K 0.13% 37
2024
Q1 		$206K Buy
+425
New +$190K 0.1% 39

Other funds holding META

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

LifeGuide Financial Advisors's META Position: Q3 2026 in Review

LifeGuide Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 3.5% in Q3 2026, selling an estimated $10.6K and leaving 475 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #36.

LifeGuide Financial Advisors first reported a position in META in Q1 2024 and has held it in 11 quarters since. 2,968 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • LifeGuide Financial Advisors held 475 shares of Meta Platforms (Facebook) worth $344K as of Q3 2026.
  • LifeGuide Financial Advisors sold 17 Meta Platforms (Facebook) shares in Q3 2026, an estimated $10.6K.
  • Meta Platforms (Facebook) made up 0.1% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #36 holding.
  • LifeGuide Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • 2,968 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.