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

Seros Financial’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	$258K	Buy	+355	New	+$222K	0.13%	54
2026 Q2	–	Sell	-455	Closed	-$260K	–	68
2026 Q1	$260K	Sell	455 -60	-12%	-$38.5K	0.17%	49
2025 Q4	$340K	Buy	515 +102	+25%	+$68.1K	0.2%	44
2025 Q3	$303K	Sell	413 -42	-9%	-$31.3K	0.18%	44
2025 Q2	$336K	Sell	455 -23	-5%	-$14.2K	0.21%	39
2025 Q1	$276K	Buy	478 +5	+1%	+$3.23K	0.21%	44
2024 Q4	$238K	Buy	+473	New	+$278K	0.21%	43

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Seros Financial's META Position: Q3 2026 in Review

Seros Financial opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 355 shares worth $258K. The stake represents 0.13% of the portfolio and ranks #54 among its holdings. This is a return to the name: Seros Financial previously reported a position in META as recently as Q1 2026.

Seros Financial first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Seros Financial held 355 shares of Meta Platforms (Facebook) worth $258K as of Q3 2026.
Meta Platforms (Facebook) was a new Seros Financial position in Q3 2026.
Meta Platforms (Facebook) made up 0.13% of Seros Financial's portfolio in Q3 2026, its #54 holding.
Seros Financial first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Seros Financial's Meta Platforms (Facebook) position peaked at $340K in Q4 2025.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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