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

Regal Investment 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
Q1 		$3.37M Buy
5,897
+675
+13% +$433K 0.19% 136
2025
Q4 		$3.45M Buy
5,222
+677
+15% +$452K 0.21% 128
2025
Q3 		$3.34M Buy
4,545
+538
+13% +$400K 0.22% 124
2025
Q2 		$2.96M Buy
4,007
+1,370
+52% +$847K 0.22% 122
2025
Q1 		$1.52M Sell
2,637
-59
-2% -$38.1K 0.12% 173
2024
Q4 		$1.58M Sell
2,696
-751
-22% -$441K 0.12% 185
2024
Q3 		$1.97M Sell
3,447
-741
-18% -$381K 0.14% 173
2024
Q2 		$2.11M Sell
4,188
-4,828
-54% -$2.35M 0.14% 168
2024
Q1 		$4.38M Buy
9,016
+478
+6% +$213K 0.3% 98
2023
Q4 		$3.02M Buy
8,538
+2,060
+32% +$671K 0.23% 124
2023
Q3 		$1.94M Buy
6,478
+1,468
+29% +$442K 0.16% 153
2023
Q2 		$1.44M Buy
5,010
+598
+14% +$148K 0.12% 175
2023
Q1 		$935K Buy
4,412
+777
+21% +$132K 0.08% 202
2022
Q4 		$437K Sell
3,635
-85
-2% -$9.98K 0.04% 299
2022
Q3 		$505K Sell
3,720
-4,590
-55% -$744K 0.05% 264
2022
Q2 		$1.34M Buy
8,310
+109
+1% +$21K 0.14% 148
2022
Q1 		$1.82M Buy
8,201
+184
+2% +$46K 0.17% 132
2021
Q4 		$2.7M Sell
8,017
-358
-4% -$119K 0.24% 102
2021
Q3 		$2.84M Buy
8,375
+565
+7% +$203K 0.28% 91
2021
Q2 		$2.72M Buy
+7,810
New +$2.51M 0.27% 90
2021
Q1 		– Sell
-9,716
Closed -$2.65M – 273
2020
Q4 		$2.65M Buy
+9,716
New +$2.66M 0.3% 84
2020
Q3 		– Sell
-11,558
Closed -$2.62M – 165
2020
Q2 		$2.62M Buy
+11,558
New +$2.41M 0.48% 59
2020
Q1 		– Sell
-13,655
Closed -$2.8M – 198
2019
Q4 		$2.8M Buy
13,655
+113
+0.8% +$21.9K 0.5% 55
2019
Q3 		$2.41M Sell
13,542
-1,093
-7% -$208K 0.47% 63
2019
Q2 		$2.83M Sell
14,635
-123
-0.8% -$22.5K 0.55% 48
2019
Q1 		$2.46M Sell
14,758
-1,081
-7% -$172K 0.5% 56
2018
Q4 		$2.08M Buy
15,839
+11,434
+260% +$1.66M 0.45% 63
2018
Q3 		$724K Buy
4,405
+2,146
+95% +$388K 0.15% 157
2018
Q2 		$439K Sell
2,259
-357
-14% -$64.5K 0.13% 175
2018
Q1 		$418K Sell
2,616
-3,137
-55% -$563K 0.09% 194
2017
Q4 		$1.01M Buy
5,753
+401
+7% +$70.9K 0.23% 116
2017
Q3 		$914K Sell
5,352
-448
-8% -$74.8K 0.21% 126
2017
Q2 		$876K Buy
5,800
+18
+0.3% +$2.68K 0.22% 124
2017
Q1 		$821K Buy
5,782
+1,046
+22% +$140K 0.21% 123
2016
Q4 		$545K Buy
4,736
+469
+11% +$57.6K 0.15% 152
2016
Q3 		$547K Buy
4,267
+670
+19% +$83.2K 0.16% 155
2016
Q2 		$411K Sell
3,597
-151
-4% -$17.4K 0.11% 171
2016
Q1 		$428K Buy
3,748
+1,807
+93% +$191K 0.12% 163
2015
Q4 		$203K Buy
1,941
+137
+8% +$14.1K 0.05% 245
2015
Q3 		$162K Buy
1,804
+583
+48% +$53.5K 0.04% 272
2015
Q2 		$104K Buy
1,221
+289
+31% +$23.6K 0.03% 330
2015
Q1 		$77K Sell
932
-225
-19% -$17.6K 0.02% 379
2014
Q4 		$90K Sell
1,157
-339
-23% -$25.9K 0.02% 326
2014
Q3 		$118K Buy
1,496
+316
+27% +$23.2K 0.04% 282
2014
Q2 		$79K Buy
1,180
+200
+20% +$12.3K 0.03% 314
2014
Q1 		$59K Buy
980
+100
+11% +$6.34K 0.03% 324
2013
Q4 		$48K Buy
880
+100
+13% +$5.02K 0.03% 297
2013
Q3 		$39K Sell
780
-130
-14% -$4.84K 0.02% 333
2013
Q2 		$23K Buy
+910
New +$23.3K 0.01% 432

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Regal Investment Advisors's META Position: Q1 2026 in Review

Regal Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, buying an estimated $433K and bringing the position to 5,897 shares worth $3.37M. The position accounts for 0.19% of the portfolio, ranked #136.

Regal Investment Advisors first reported a position in META in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.38M in Q1 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Regal Investment Advisors held 5,897 shares of Meta Platforms (Facebook) worth $3.37M as of Q1 2026.
  • Regal Investment Advisors bought 675 Meta Platforms (Facebook) shares in Q1 2026, an estimated $433K.
  • Meta Platforms (Facebook) made up 0.19% of Regal Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Regal Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Meta Platforms (Facebook) position peaked at $4.38M in Q1 2024.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.