Penney Financial
META icon

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

Penney 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
2026
Q3 		$281K Sell
388
-11
-3% -$6.87K 0.08% 36
2026
Q2 		$225K Hold
399
– – 0.08% 47
2026
Q1 		$228K Buy
399
+15
+4% +$9.6K 0.09% 46
2025
Q4 		$253K Hold
384
– – 0.1% 43
2025
Q3 		$282K Buy
+384
New +$286K 0.13% 39

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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

Penney Financial's META Position: Q3 2026 in Review

Penney Financial reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q3 2026, selling an estimated $6.87K and leaving 388 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #36.

Penney Financial first reported a position in META in Q3 2025 and has held it in 5 quarters since. The position peaked at $282K in Q3 2025. 4,044 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Penney Financial held 388 shares of Meta Platforms (Facebook) worth $281K as of Q3 2026.
  • Penney Financial sold 11 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.87K.
  • Meta Platforms (Facebook) made up 0.08% of Penney Financial's portfolio in Q3 2026, its #36 holding.
  • Penney Financial first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 5 quarters since.
  • Penney Financial's Meta Platforms (Facebook) position peaked at $282K in Q3 2025.
  • 4,044 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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