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

PFW 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	$1.32M	Buy	1,814 +84	+5%	+$52.4K	0.39%	51
2026 Q2	$974K	Sell	1,730 -93	-5%	-$56.9K	0.28%	62
2026 Q1	$1.04M	Buy	1,823 +50	+3%	+$32K	0.33%	60
2025 Q4	$1.17M	Sell	1,773 -167	-9%	-$112K	0.35%	55
2025 Q3	$1.42M	Sell	1,940 -13	-0.7%	-$9.7K	0.42%	50
2025 Q2	$1.44M	Buy	1,953 +57	+3%	+$35.2K	0.44%	48
2025 Q1	$1.09M	Buy	1,896 +6	+0.3%	+$3.87K	0.34%	59
2024 Q4	$1.11M	Buy	+1,890	New	+$1.11M	0.34%	57
2024 Q2	$944K	Sell	1,872 -247	-12%	-$120K	0.3%	60
2024 Q1	$1.03M	Buy	2,119 +29	+1%	+$12.9K	0.31%	60
2023 Q4	$740K	Buy	2,090 +489	+31%	+$159K	0.24%	76
2023 Q3	$481K	Hold	1,601	–	–	0.17%	81
2023 Q2	$483K	Buy	+1,601	New	+$395K	0.16%	79
2019 Q3	$1.09M	Buy	+1,902	New	+$362K	0.33%	57

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

PFW Advisors's META Position: Q3 2026 in Review

PFW Advisors increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q3 2026, buying an estimated $52.4K and bringing the position to 1,814 shares worth $1.32M. The position accounts for 0.39% of the portfolio, ranked #51.

PFW Advisors first reported a position in META in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.44M in Q2 2025. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

PFW Advisors held 1,814 shares of Meta Platforms (Facebook) worth $1.32M as of Q3 2026.
PFW Advisors bought 84 Meta Platforms (Facebook) shares in Q3 2026, an estimated $52.4K.
Meta Platforms (Facebook) made up 0.39% of PFW Advisors's portfolio in Q3 2026, its #51 holding.
PFW Advisors first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Meta Platforms (Facebook) position peaked at $1.44M in Q2 2025.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.