My Personal CFO LLC’s Meta Platforms (Facebook) META Stock Holding History

My Personal CFO LLC’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	$345K	Buy	476 +107	+29%	+$66.8K	0.12%	79
2026 Q2	$208K	Sell	369 -25	-6%	-$15.3K	0.08%	91
2026 Q1	$225K	Sell	394 -1,001	-72%	-$642K	0.1%	84
2025 Q4	$921K	Buy	1,395 +1,046	+300%	+$698K	0.38%	46
2025 Q3	$256K	Sell	349 -1,719	-83%	-$1.28M	0.1%	80
2025 Q2	$1.53M	Sell	2,068 -3	-0.1%	-$1.85K	0.69%	36
2025 Q1	$1.19M	Sell	2,071 -622	-23%	-$401K	0.6%	36
2024 Q4	$1.58M	Buy	2,693 +1	+0%	+$587	0.81%	33
2024 Q3	$1.54M	Sell	2,692 -112	-4%	-$57.6K	0.85%	33
2024 Q2	$1.41M	Buy	2,804 +160	+6%	+$77.8K	0.75%	34
2024 Q1	$1.28M	Sell	2,644 -85	-3%	-$37.9K	0.74%	37
2023 Q4	$966K	Buy	+2,729	New	+$889K	0.63%	41
2023 Q1	–	Sell	-431	Closed	-$51.9K	–	524
2022 Q4	$51.9K	Buy	+431	New	+$50.6K	0.05%	135

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

My Personal CFO LLC's META Position: Q3 2026 in Review

My Personal CFO LLC increased its Meta Platforms (Facebook) (META) stake by 29% in Q3 2026, buying an estimated $66.8K and bringing the position to 476 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #79.

My Personal CFO LLC first reported a position in META in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.58M in Q4 2024. 1,525 funds tracked by Wall St. Rank hold META as of Q3 2026.

My Personal CFO LLC held 476 shares of Meta Platforms (Facebook) worth $345K as of Q3 2026.
My Personal CFO LLC bought 107 Meta Platforms (Facebook) shares in Q3 2026, an estimated $66.8K.
Meta Platforms (Facebook) made up 0.12% of My Personal CFO LLC's portfolio in Q3 2026, its #79 holding.
My Personal CFO LLC first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 13 quarters since.
My Personal CFO LLC's Meta Platforms (Facebook) position peaked at $1.58M in Q4 2024.
1,525 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.