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

Polaris Financial Partners’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 		$7.82M Buy
+10,619
New +$6.63M 3.5% 5

Other funds holding META

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Polaris Financial Partners's META Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 10,619 shares worth $7.82M. The stake represents 3.5% of the portfolio and ranks #5 among its holdings.

22 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Polaris Financial Partners held 10,619 shares of Meta Platforms (Facebook) worth $7.82M as of Q3 2026.
  • Meta Platforms (Facebook) was a new Polaris Financial Partners position in Q3 2026.
  • Meta Platforms (Facebook) made up 3.5% of Polaris Financial Partners's portfolio in Q3 2026, its #5 holding.
  • 22 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.