VBFG
META icon

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

Vishria Bird 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
2025
Q3 		$610K Buy
+830
New +$618K 0.12% 60
2024
Q2 		– Sell
-718
Closed -$349K – 63
2024
Q1 		$349K Buy
718
+9
+1% +$4.01K 0.15% 51
2023
Q4 		$251K Buy
+709
New +$231K 0.12% 54
2023
Q2 		– Sell
-1,002
Closed -$212K – 56
2023
Q1 		$212K Buy
+1,002
New +$171K 0.14% 54
2022
Q4 		– Sell
-50,926
Closed -$6.91M – 62
2022
Q3 		$6.91M Buy
50,926
+26
+0.1% +$4.21K 4.65% 10
2022
Q2 		$8.21M Sell
50,900
-183
-0.4% -$35.3K 5.46% 6
2022
Q1 		$11.4M Buy
51,083
+33,078
+184% +$8.27M 6.28% 7
2021
Q4 		$6.06M Buy
18,005
+456
+3% +$151K 2.82% 14
2021
Q3 		$5.96M Buy
17,549
+356
+2% +$128K 3.13% 12
2021
Q2 		$5.98M Sell
17,193
-61
-0.4% -$19.6K 2.94% 14
2021
Q1 		$5.08M Buy
17,254
+356
+2% +$95.9K 2.8% 15
2020
Q4 		$4.62M Sell
16,898
-39
-0.2% -$10.7K 2.63% 15
2020
Q3 		$4.44M Sell
16,937
-92
-0.5% -$23.7K 2.79% 15
2020
Q2 		$3.87M Sell
17,029
-1,300
-7% -$271K 3.02% 13
2020
Q1 		$2.9M Buy
18,329
+1,385
+8% +$271K 3.04% 17
2019
Q4 		$3.48M Sell
16,944
-14,369
-46% -$2.78M 3.37% 15
2019
Q3 		$5.58M Buy
31,313
+1,552
+5% +$295K 6.38% 4
2019
Q2 		$5.74M Buy
29,761
+1,542
+5% +$282K 5.74% 7
2019
Q1 		$4.7M Sell
28,219
-758
-3% -$121K 4.76% 8
2018
Q4 		$3.8M Buy
28,977
+285
+1% +$41.3K 4.2% 12
2018
Q3 		$4.72M Buy
28,692
+25,497
+798% +$4.62M 4.05% 12
2018
Q2 		$621K Buy
+3,195
New +$577K 0.58% 22

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vishria Bird Financial Group's META Position: Q3 2025 in Review

Vishria Bird Financial Group opened a new position in Meta Platforms (Facebook) (META) in Q3 2025: 830 shares worth $610K. The stake represents 0.12% of the portfolio and ranks #60 among its holdings. This is a return to the name: Vishria Bird Financial Group previously reported a position in META as recently as Q1 2024.

Vishria Bird Financial Group first reported a position in META in Q2 2018 and has held it in 22 quarters since. The position peaked at $11.4M in Q1 2022. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Vishria Bird Financial Group held 830 shares of Meta Platforms (Facebook) worth $610K as of Q3 2025.
  • Meta Platforms (Facebook) was a new Vishria Bird Financial Group position in Q3 2025.
  • Meta Platforms (Facebook) made up 0.12% of Vishria Bird Financial Group's portfolio in Q3 2025, its #60 holding.
  • Vishria Bird Financial Group first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 22 quarters since.
  • Vishria Bird Financial Group's Meta Platforms (Facebook) position peaked at $11.4M in Q1 2022.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.