ROI Financial Advisors
META icon

ROI Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

ROI Financial 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
Q3 		$1.38M Sell
1,900
-82
-4% -$51.2K 0.72% 31
2026
Q2 		$1.12M Sell
1,982
-9
-0.5% -$5.5K 0.58% 34
2026
Q1 		$1.14M Buy
1,991
+34
+2% +$21.8K 0.68% 34
2025
Q4 		$1.29M Buy
1,957
+190
+11% +$127K 0.74% 31
2025
Q3 		$1.3M Buy
1,767
+379
+27% +$282K 0.77% 29
2025
Q2 		$1.02M Buy
1,388
+436
+46% +$269K 0.65% 31
2025
Q1 		$548K Buy
952
+302
+46% +$195K 0.4% 39
2024
Q4 		$380K Buy
650
+107
+20% +$62.8K 0.26% 48
2024
Q3 		$311K Buy
+543
New +$279K 0.21% 51

Other funds holding META

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ROI Financial Advisors's META Position: Q3 2026 in Review

ROI Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.1% in Q3 2026, selling an estimated $51.2K and leaving 1,900 shares worth $1.38M. The position accounts for 0.72% of the portfolio, ranked #31.

ROI Financial Advisors first reported a position in META in Q3 2024 and has held it in 9 quarters since. 2,716 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • ROI Financial Advisors held 1,900 shares of Meta Platforms (Facebook) worth $1.38M as of Q3 2026.
  • ROI Financial Advisors sold 82 Meta Platforms (Facebook) shares in Q3 2026, an estimated $51.2K.
  • Meta Platforms (Facebook) made up 0.72% of ROI Financial Advisors's portfolio in Q3 2026, its #31 holding.
  • ROI Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on ROI Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.