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

Sequoia 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
2025
Q4 		– Sell
-100
Closed -$73.4K – 1970
2025
Q3 		$73.4K Buy
+100
New +$74.4K ﹤0.01% 1702
2024
Q3 		– Hold
0
– -$151K – 1338
2024
Q2 		– Hold
0
– – – 1130

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sequoia Financial Advisors's META Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 4.2% in Q2 2026, buying an estimated $6.83M and bringing the position to 275,017 shares worth $155M. The position accounts for 0.77% of the portfolio, ranked #31.

Sequoia Financial Advisors first reported a position in META in Q4 2013 and has held it in 51 quarters since. The position peaked at $167M in Q4 2025. 1,163 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sequoia Financial Advisors held 275,017 shares of Meta Platforms (Facebook) worth $155M as of Q2 2026.
  • Sequoia Financial Advisors bought 11,166 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.83M.
  • Meta Platforms (Facebook) made up 0.77% of Sequoia Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Sequoia Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Meta Platforms (Facebook) position peaked at $167M in Q4 2025.
  • 1,163 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.