Stifel Financial
META icon

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

Stifel 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
2015
Q1 		– Sell
-7,400
Closed -$562K – 2362
2014
Q4 		$562K Buy
+7,400
New +$566K ﹤0.01% 1549

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Stifel Financial's META Position: Q3 2026 in Review

Stifel Financial reduced its Meta Platforms (Facebook) (META) stake by 2.7% in Q3 2026, selling an estimated $20.7M and leaving 1,198,360 shares worth $869M. The position accounts for 0.72% of the portfolio, ranked #19.

Stifel Financial first reported a position in META in Q1 2014 and has held it in 51 quarters since. The position peaked at $1.02B in Q3 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Stifel Financial held 1,198,360 shares of Meta Platforms (Facebook) worth $869M as of Q3 2026.
  • Stifel Financial sold 33,119 Meta Platforms (Facebook) shares in Q3 2026, an estimated $20.7M.
  • Meta Platforms (Facebook) made up 0.72% of Stifel Financial's portfolio in Q3 2026, its #19 holding.
  • Stifel Financial first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 51 quarters since.
  • Stifel Financial's Meta Platforms (Facebook) position peaked at $1.02B in Q3 2025.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.