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

Oldfather Financial Services’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
2025
Q4 		$507K Buy
768
+426
+125% +$284K 0.15% 62
2025
Q3 		$251K Buy
342
+66
+24% +$49.1K 0.08% 80
2025
Q2 		$204K Buy
+276
New +$171K 0.07% 83

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Oldfather Financial Services's META Position: Q4 2025 in Review

Oldfather Financial Services increased its Meta Platforms (Facebook) (META) stake by 125% in Q4 2025, buying an estimated $284K and bringing the position to 768 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #62.

Oldfather Financial Services first reported a position in META in Q2 2025 and has held it in 3 quarters since. 5,140 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Oldfather Financial Services held 768 shares of Meta Platforms (Facebook) worth $507K as of Q4 2025.
  • Oldfather Financial Services bought 426 Meta Platforms (Facebook) shares in Q4 2025, an estimated $284K.
  • Meta Platforms (Facebook) made up 0.15% of Oldfather Financial Services's portfolio in Q4 2025, its #62 holding.
  • Oldfather Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 3 quarters since.
  • 5,140 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.