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 		$69.4K Buy
+100
New +$62.4K 0.01% 224

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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. 3,124 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.
  • 3,124 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.