RFG Advisory
META icon

RFG Advisory’s Meta Platforms (Facebook) META Stock Holding History

RFG Advisory’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 		$218K Buy
300
+100
+50% +$62.4K ﹤0.01% 1136
2026
Q2 		$113K Buy
+200
New +$122K ﹤0.01% 1102

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RFG Advisory's META Position: Q3 2026 in Review

RFG Advisory increased its Meta Platforms (Facebook) (META) stake by 14% in Q3 2026, buying an estimated $2.57M and bringing the position to 33,924 shares worth $24.6M. The position accounts for 0.35% of the portfolio, ranked #43.

RFG Advisory first reported a position in META in Q2 2015 and has held it in 46 quarters since. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • RFG Advisory held 33,924 shares of Meta Platforms (Facebook) worth $24.6M as of Q3 2026.
  • RFG Advisory bought 4,114 Meta Platforms (Facebook) shares in Q3 2026, an estimated $2.57M.
  • Meta Platforms (Facebook) made up 0.35% of RFG Advisory's portfolio in Q3 2026, its #43 holding.
  • RFG Advisory first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 46 quarters since.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.