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Private Client Services’s Meta Platforms (Facebook) META Stock Holding History

Private Client Services’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 		$1.09M Sell
1,500
-179
-11% -$112K 0.29% 71
2026
Q2 		$946K Sell
1,679
-888
-35% -$543K 0.25% 82
2026
Q1 		$1.47M Buy
2,567
+722
+39% +$463K 0.44% 53
2025
Q4 		$1.22M Buy
1,845
+154
+9% +$103K 0.38% 57
2025
Q3 		$1.24M Buy
1,691
+210
+14% +$156K 0.42% 56
2025
Q2 		$1.09M Sell
1,481
-580
-28% -$358K 0.43% 59
2025
Q1 		$1.19M Buy
2,061
+4
+0.2% +$2.58K 0.59% 45
2024
Q4 		$1.2M Buy
2,057
+497
+32% +$292K 0.65% 42
2024
Q3 		$893K Buy
1,560
+726
+87% +$374K 0.48% 57
2024
Q2 		$420K Buy
834
+18
+2% +$8.75K 0.26% 80
2024
Q1 		$396K Sell
816
-92
-10% -$41K 0.27% 81
2023
Q4 		$322K Buy
+908
New +$296K 0.26% 96

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Private Client Services's META Position: Q3 2026 in Review

Private Client Services reduced its Meta Platforms (Facebook) (META) stake by 11% in Q3 2026, selling an estimated $112K and leaving 1,500 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #71.

Private Client Services first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2026. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Private Client Services held 1,500 shares of Meta Platforms (Facebook) worth $1.09M as of Q3 2026.
  • Private Client Services sold 179 Meta Platforms (Facebook) shares in Q3 2026, an estimated $112K.
  • Meta Platforms (Facebook) made up 0.29% of Private Client Services's portfolio in Q3 2026, its #71 holding.
  • Private Client Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's Meta Platforms (Facebook) position peaked at $1.47M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.