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

Pettinga 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 		$300K Sell
413
-249
-38% -$155K 0.05% 124
2026
Q2 		$373K Sell
662
-84
-11% -$51.4K 0.06% 112
2026
Q1 		$427K Buy
746
+1
+0.1% +$641 0.08% 105
2025
Q4 		$492K Buy
745
+92
+14% +$61.4K 0.09% 96
2025
Q3 		$479K Buy
653
+10
+2% +$7.44K 0.09% 93
2025
Q2 		$474K Buy
643
+21
+3% +$13K 0.1% 89
2025
Q1 		$359K Hold
622
– – 0.08% 90
2024
Q4 		$364K Buy
622
+1
+0.2% +$587 0.08% 98
2024
Q3 		$356K Hold
621
– – 0.08% 92
2024
Q2 		$313K Buy
621
+108
+21% +$52.5K 0.08% 97
2024
Q1 		$249K Buy
+513
New +$229K 0.06% 106

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 38% in Q3 2026, selling an estimated $155K and leaving 413 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #124.

Pettinga Financial Advisors first reported a position in META in Q1 2024 and has held it in 11 quarters since. The position peaked at $492K in Q4 2025. 490 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Pettinga Financial Advisors held 413 shares of Meta Platforms (Facebook) worth $300K as of Q3 2026.
  • Pettinga Financial Advisors sold 249 Meta Platforms (Facebook) shares in Q3 2026, an estimated $155K.
  • Meta Platforms (Facebook) made up 0.05% of Pettinga Financial Advisors's portfolio in Q3 2026, its #124 holding.
  • Pettinga Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • Pettinga Financial Advisors's Meta Platforms (Facebook) position peaked at $492K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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