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

Taylor Financial Group’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	$343K	Sell	473 -230	-33%	-$144K	0.19%	77
2026 Q2	$396K	Hold	703	–	–	0.22%	78
2026 Q1	$402K	Hold	703	–	–	0.24%	75
2025 Q4	$464K	Buy	703 +165	+31%	+$110K	0.27%	69
2025 Q3	$395K	Hold	538	–	–	0.23%	75
2025 Q2	$397K	Hold	538	–	–	0.25%	72
2025 Q1	$310K	Buy	538 +20	+4%	+$12.9K	0.22%	77
2024 Q4	$303K	Hold	518	–	–	0.21%	77
2024 Q3	$297K	Hold	518	–	–	0.2%	76
2024 Q2	$261K	Hold	518	–	–	0.2%	76
2024 Q1	$252K	Buy	+518	New	+$231K	0.19%	78

Other funds holding META

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Taylor Financial Group's META Position: Q3 2026 in Review

Taylor Financial Group reduced its Meta Platforms (Facebook) (META) stake by 33% in Q3 2026, selling an estimated $144K and leaving 473 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #77.

Taylor Financial Group first reported a position in META in Q1 2024 and has held it in 11 quarters since. The position peaked at $464K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Taylor Financial Group held 473 shares of Meta Platforms (Facebook) worth $343K as of Q3 2026.
Taylor Financial Group sold 230 Meta Platforms (Facebook) shares in Q3 2026, an estimated $144K.
Meta Platforms (Facebook) made up 0.19% of Taylor Financial Group's portfolio in Q3 2026, its #77 holding.
Taylor Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
Taylor Financial Group's Meta Platforms (Facebook) position peaked at $464K in Q4 2025.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.