Plan Group Financial
META icon

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

Plan Group 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 		$411K Buy
+592
New +$370K 0.08% 144
2026
Q1 		– Sell
-317
Closed -$209K – 238
2025
Q4 		$209K Sell
317
-165
-34% -$110K 0.05% 191
2025
Q3 		$354K Sell
482
-76
-14% -$56.6K 0.1% 133
2025
Q2 		$412K Buy
+558
New +$345K 0.14% 114

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial's META Position: Q3 2026 in Review

Plan Group Financial opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 592 shares worth $411K. The stake represents 0.08% of the portfolio and ranks #144 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in META as recently as Q4 2025.

Plan Group Financial first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $412K in Q2 2025. 1,790 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Plan Group Financial held 592 shares of Meta Platforms (Facebook) worth $411K as of Q3 2026.
  • Meta Platforms (Facebook) was a new Plan Group Financial position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #144 holding.
  • Plan Group Financial first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Meta Platforms (Facebook) position peaked at $412K in Q2 2025.
  • 1,790 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.