Trinity Financial Advisors
META icon

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

Trinity 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 		$547K Sell
755
-10
-1% -$6.24K 0.14% 55
2026
Q2 		$431K Buy
765
+2
+0.3% +$1.22K 0.11% 63
2026
Q1 		$436K Sell
763
-5
-0.7% -$3.2K 0.12% 61
2025
Q4 		$507K Buy
768
+31
+4% +$20.7K 0.14% 54
2025
Q3 		$542K Sell
737
-144
-16% -$107K 0.16% 54
2025
Q2 		$650K Sell
881
-425
-33% -$263K 0.2% 48
2025
Q1 		$694K Buy
1,306
+191
+17% +$123K 0.25% 42
2024
Q4 		$668K Buy
1,115
+10
+0.9% +$5.87K 0.25% 38
2024
Q3 		$566K Hold
1,105
– – 0.25% 39
2024
Q2 		$557K Sell
1,105
-31
-3% -$15.1K 0.25% 40
2024
Q1 		$552K Hold
1,136
– – 0.25% 37
2023
Q4 		$402K Sell
1,136
-5
-0.4% -$1.63K 0.2% 47
2023
Q3 		$343K Sell
1,141
-174
-13% -$52.4K 0.18% 49
2023
Q2 		$377K Buy
+1,315
New +$324K 0.2% 52

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Trinity Financial Advisors's META Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q3 2026, selling an estimated $6.24K and leaving 755 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #55.

Trinity Financial Advisors first reported a position in META in Q2 2023 and has held it in 14 quarters since. The position peaked at $694K in Q1 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Trinity Financial Advisors held 755 shares of Meta Platforms (Facebook) worth $547K as of Q3 2026.
  • Trinity Financial Advisors sold 10 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.24K.
  • Meta Platforms (Facebook) made up 0.14% of Trinity Financial Advisors's portfolio in Q3 2026, its #55 holding.
  • Trinity Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 14 quarters since.
  • Trinity Financial Advisors's Meta Platforms (Facebook) position peaked at $694K in Q1 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.