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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stifel Financial's META Position: Q1 2026 in Review

Stifel Financial reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q1 2026, selling an estimated $17.5M and leaving 1,389,771 shares worth $795M. The position accounts for 0.73% of the portfolio, ranked #20.

Stifel Financial first reported a position in META in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.02B in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Stifel Financial held 1,389,771 shares of Meta Platforms (Facebook) worth $795M as of Q1 2026.
  • Stifel Financial sold 27,349 Meta Platforms (Facebook) shares in Q1 2026, an estimated $17.5M.
  • Meta Platforms (Facebook) made up 0.73% of Stifel Financial's portfolio in Q1 2026, its #20 holding.
  • Stifel Financial first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Meta Platforms (Facebook) position peaked at $1.02B in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.