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James T. Borello RIA’s Meta Platforms (Facebook) META Stock Holding History

James T. Borello RIA’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 		$521K Buy
718
+60
+9% +$37.4K 0.11% 68
2026
Q2 		$371K Buy
658
+51
+8% +$31.2K 0.08% 82
2026
Q1 		$347K Buy
607
+179
+42% +$115K 0.09% 75
2025
Q4 		$283K Buy
428
+152
+55% +$102K 0.07% 85
2025
Q3 		$203K Buy
276
+268
+3,350% +$199K 0.05% 94
2025
Q2 		$5.9K Hold
8
– – ﹤0.01% 219
2025
Q1 		$4.61K Hold
8
– – ﹤0.01% 185
2024
Q4 		$4.68K Hold
8
– – ﹤0.01% 156
2024
Q3 		$4.58K Hold
8
– – ﹤0.01% 146
2024
Q2 		$4.03K Hold
8
– – ﹤0.01% 135
2024
Q1 		$3.88K Hold
8
– – ﹤0.01% 136
2023
Q4 		$2.83K Buy
+8
New +$2.6K ﹤0.01% 123

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

James T. Borello RIA's META Position: Q3 2026 in Review

James T. Borello RIA increased its Meta Platforms (Facebook) (META) stake by 9.1% in Q3 2026, buying an estimated $37.4K and bringing the position to 718 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #68.

James T. Borello RIA first reported a position in META in Q4 2023 and has held it in 12 quarters since. 1,061 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • James T. Borello RIA held 718 shares of Meta Platforms (Facebook) worth $521K as of Q3 2026.
  • James T. Borello RIA bought 60 Meta Platforms (Facebook) shares in Q3 2026, an estimated $37.4K.
  • Meta Platforms (Facebook) made up 0.11% of James T. Borello RIA's portfolio in Q3 2026, its #68 holding.
  • James T. Borello RIA first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.