Trivant Custom Portfolio Group
META icon

Trivant Custom Portfolio Group’s Meta Platforms (Facebook) META Stock Holding History

Trivant Custom Portfolio 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 		$5.02M Buy
6,922
+1,039
+18% +$648K 2.62% 9
2026
Q2 		$3.31M Sell
5,883
-111
-2% -$67.9K 1.76% 14
2026
Q1 		$3.43M Sell
5,994
-163
-3% -$104K 1.88% 15
2025
Q4 		$4.06M Sell
6,157
-31
-0.5% -$20.7K 2.34% 12
2025
Q3 		$4.54M Sell
6,188
-52
-0.8% -$38.7K 2.34% 14
2025
Q2 		$4.61M Sell
6,240
-155
-2% -$95.8K 2.53% 13
2025
Q1 		$3.69M Sell
6,395
-326
-5% -$210K 2.12% 15
2024
Q4 		$3.94M Sell
6,721
-156
-2% -$91.6K 2.3% 13
2024
Q3 		$3.94M Buy
6,877
+21
+0.3% +$10.8K 2.27% 14
2024
Q2 		$3.46M Sell
6,856
-9
-0.1% -$4.38K 2.12% 14
2024
Q1 		$3.33M Sell
6,865
-18
-0.3% -$8.03K 2.12% 17
2023
Q4 		$2.44M Buy
6,883
+6,868
+45,787% +$2.24M 1.62% 32
2023
Q3 		$4.5K Buy
+15
New +$4.52K ﹤0.01% 181

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

Trivant Custom Portfolio Group's META Position: Q3 2026 in Review

Trivant Custom Portfolio Group increased its Meta Platforms (Facebook) (META) stake by 18% in Q3 2026, buying an estimated $648K and bringing the position to 6,922 shares worth $5.02M. The position accounts for 2.62% of the portfolio, ranked #9.

Trivant Custom Portfolio Group first reported a position in META in Q3 2023 and has held it in 13 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Trivant Custom Portfolio Group held 6,922 shares of Meta Platforms (Facebook) worth $5.02M as of Q3 2026.
  • Trivant Custom Portfolio Group bought 1,039 Meta Platforms (Facebook) shares in Q3 2026, an estimated $648K.
  • Meta Platforms (Facebook) made up 2.62% of Trivant Custom Portfolio Group's portfolio in Q3 2026, its #9 holding.
  • Trivant Custom Portfolio Group first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 13 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2026, filed 12 Nov 2026.