Silver Oak Securities
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Silver Oak Securities’s Meta Platforms (Facebook) META Stock Holding History

Silver Oak Securities’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 		$1.1M Buy
+1,800
New +$1.12M 0.08% 277

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Silver Oak Securities's META Position: Q3 2026 in Review

Silver Oak Securities reduced its Meta Platforms (Facebook) (META) stake by 6.6% in Q3 2026, selling an estimated $343K and leaving 7,742 shares worth $4.72M. The position accounts for 0.35% of the portfolio, ranked #56.

Silver Oak Securities first reported a position in META in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.48M in Q3 2025. 3,648 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Silver Oak Securities held 7,742 shares of Meta Platforms (Facebook) worth $4.72M as of Q3 2026.
  • Silver Oak Securities sold 549 Meta Platforms (Facebook) shares in Q3 2026, an estimated $343K.
  • Meta Platforms (Facebook) made up 0.35% of Silver Oak Securities's portfolio in Q3 2026, its #56 holding.
  • Silver Oak Securities first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 19 quarters since.
  • Silver Oak Securities's Meta Platforms (Facebook) position peaked at $6.48M in Q3 2025.
  • 3,648 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.