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

SRH 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	$569K	Hold	785	–	–	0.15%	31
2026 Q2	$442K	Buy	785 +120	+18%	+$73.4K	0.11%	38
2026 Q1	$381K	Buy	665 +45	+7%	+$28.8K	0.11%	37
2025 Q4	$409K	Buy	620 +31	+5%	+$20.7K	0.12%	36
2025 Q3	$433K	Hold	589	–	–	0.13%	34
2025 Q2	$435K	Buy	589 +20	+4%	+$12.4K	0.13%	35
2025 Q1	$328K	Hold	569	–	–	0.1%	39
2024 Q4	$333K	Hold	569	–	–	0.1%	42
2024 Q3	$326K	Hold	569	–	–	0.1%	44
2024 Q2	$287K	Hold	569	–	–	0.1%	46
2024 Q1	$276K	Sell	569 -330	-37%	-$147K	0.09%	50
2023 Q4	$318K	Hold	899	–	–	0.11%	44
2023 Q3	$270K	Buy	899 +83	+10%	+$25K	0.13%	43
2023 Q2	$173K	Hold	816	–	–	0.09%	62
2023 Q1	$173K	Hold	816	–	–	0.09%	61
2022 Q4	$98K	Buy	816 +500	+158%	+$58.7K	0.05%	85
2022 Q3	$43K	Hold	316	–	–	0.06%	124
2022 Q2	$51K	Hold	316	–	–	0.06%	115
2022 Q1	$70K	Hold	316	–	–	0.08%	109
2021 Q4	$106K	Hold	316	–	–	0.12%	90
2021 Q3	$107K	Hold	316	–	–	0.13%	84
2021 Q2	$110K	Buy	316 +216	+216%	+$69.3K	0.14%	78
2021 Q1	$29K	Hold	100	–	–	0.04%	139
2020 Q4	$27K	Hold	100	–	–	0.04%	140
2020 Q3	$26K	Buy	+100	New	+$25.8K	0.05%	130

Other funds holding META

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SRH Advisors's META Position: Q3 2026 in Review

SRH Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 785 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #31.

SRH Advisors first reported a position in META in Q3 2020 and has held it in 25 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

SRH Advisors held 785 shares of Meta Platforms (Facebook) worth $569K as of Q3 2026.
SRH Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
Meta Platforms (Facebook) made up 0.15% of SRH Advisors's portfolio in Q3 2026, its #31 holding.
SRH Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 25 quarters since.
3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.