Root Financial Partners
META icon

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

Root 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 		$6.97M Buy
9,611
+704
+8% +$439K 0.23% 40
2026
Q2 		$5.02M Buy
8,907
+60
+0.7% +$36.7K 0.19% 42
2026
Q1 		$5.06M Sell
8,847
-1,349
-13% -$865K 0.23% 36
2025
Q4 		$6.73M Buy
10,196
+3,169
+45% +$2.12M 0.34% 31
2025
Q3 		$5.16M Buy
7,027
+857
+14% +$638K 0.32% 31
2025
Q2 		$4.55M Buy
6,170
+279
+5% +$172K 0.44% 31
2025
Q1 		$3.4M Buy
5,891
+654
+12% +$422K 0.36% 31
2024
Q4 		$3.07M Buy
5,237
+688
+15% +$404K 0.38% 28
2024
Q3 		$2.6M Buy
4,549
+1,516
+50% +$780K 0.42% 25
2024
Q2 		$1.53M Buy
3,033
+370
+14% +$180K 0.36% 28
2024
Q1 		$1.29M Buy
2,663
+551
+26% +$246K 0.38% 31
2023
Q4 		$748K Buy
2,112
+129
+7% +$42K 0.28% 37
2023
Q3 		$595K Sell
1,983
-86
-4% -$25.9K 0.32% 36
2023
Q2 		$594K Sell
2,069
-75
-3% -$18.5K 0.35% 34
2023
Q1 		$454K Buy
+2,144
New +$365K 0.32% 43

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Root Financial Partners increased its Meta Platforms (Facebook) (META) stake by 7.9% in Q3 2026, buying an estimated $439K and bringing the position to 9,611 shares worth $6.97M. The position accounts for 0.23% of the portfolio, ranked #40.

Root Financial Partners first reported a position in META in Q1 2023 and has held it in 15 quarters since. 2,187 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Root Financial Partners held 9,611 shares of Meta Platforms (Facebook) worth $6.97M as of Q3 2026.
  • Root Financial Partners bought 704 Meta Platforms (Facebook) shares in Q3 2026, an estimated $439K.
  • Meta Platforms (Facebook) made up 0.23% of Root Financial Partners's portfolio in Q3 2026, its #40 holding.
  • Root Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.