Summit Place Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Summit Place Financial 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	$201K	Buy	+277	New	+$173K	0.09%	117
2026 Q2	–	Sell	-375	Closed	-$215K	–	114
2026 Q1	$215K	Buy	+375	New	+$240K	0.1%	104
2025 Q4	–	Sell	-358	Closed	-$263K	–	102
2025 Q3	$263K	Buy	358 +80	+29%	+$59.5K	0.12%	90
2025 Q2	$205K	Buy	+278	New	+$172K	0.1%	90

Other funds holding META

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Summit Place Financial Advisors's META Position: Q3 2026 in Review

Summit Place Financial Advisors opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 277 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings. This is a return to the name: Summit Place Financial Advisors previously reported a position in META as recently as Q1 2026.

Summit Place Financial Advisors first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 3,862 funds tracked by Wall St. Rank hold META as of Q3 2026.

Summit Place Financial Advisors held 277 shares of Meta Platforms (Facebook) worth $201K as of Q3 2026.
Meta Platforms (Facebook) was a new Summit Place Financial Advisors position in Q3 2026.
Meta Platforms (Facebook) made up 0.09% of Summit Place Financial Advisors's portfolio in Q3 2026, its #117 holding.
Summit Place Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
Summit Place Financial Advisors's Meta Platforms (Facebook) position peaked at $263K in Q3 2025.
3,862 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Summit Place Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.