Values Added Financial
META icon

Values Added Financial’s Meta Platforms (Facebook) META Stock Holding History

Values Added 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
2026
Q3 		$981K Sell
1,353
-470
-26% -$293K 0.35% 54
2026
Q2 		$1.03M Buy
1,823
+842
+86% +$515K 0.37% 50
2026
Q1 		$561K Buy
981
+6
+0.6% +$3.84K 0.24% 69
2025
Q4 		$644K Sell
975
-227
-19% -$152K 0.27% 64
2025
Q3 		$883K Buy
1,202
+21
+2% +$15.6K 0.39% 47
2025
Q2 		$872K Buy
1,181
+9
+0.8% +$5.56K 0.42% 47
2025
Q1 		$675K Buy
1,172
+29
+3% +$18.7K 0.37% 54
2024
Q4 		$669K Sell
1,143
-20
-2% -$11.7K 0.39% 49
2024
Q3 		$666K Buy
1,163
+8
+0.7% +$4.12K 0.42% 41
2024
Q2 		$582K Buy
1,155
+12
+1% +$5.83K 0.42% 42
2024
Q1 		$555K Hold
1,143
– – 0.43% 48
2023
Q4 		$405K Buy
1,143
+23
+2% +$7.49K 0.33% 55
2023
Q3 		$336K Hold
1,120
– – 0.31% 62
2023
Q2 		$321K Buy
+1,120
New +$276K 0.3% 59

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Values Added Financial's META Position: Q3 2026 in Review

Values Added Financial reduced its Meta Platforms (Facebook) (META) stake by 26% in Q3 2026, selling an estimated $293K and leaving 1,353 shares worth $981K. The position accounts for 0.35% of the portfolio, ranked #54.

Values Added Financial first reported a position in META in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2026. 2,187 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Values Added Financial held 1,353 shares of Meta Platforms (Facebook) worth $981K as of Q3 2026.
  • Values Added Financial sold 470 Meta Platforms (Facebook) shares in Q3 2026, an estimated $293K.
  • Meta Platforms (Facebook) made up 0.35% of Values Added Financial's portfolio in Q3 2026, its #54 holding.
  • Values Added Financial first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Meta Platforms (Facebook) position peaked at $1.03M in Q2 2026.
  • 2,187 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.