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Patriot Financial Group Insurance Agency, LLC → META

Patriot Financial Group Insurance Agency, LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$12.5M
Q3 2026
Peak value
$18.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9M
Q1 2026$18.4M
Q2 2026$9.5M
Q3 2026$12.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.5M17.2K——
Q2 2026$9.5M16.9K——
Q1 2026$18.4M32.2K——
Q4 2025$9M13.6K——

Other funds holding META

Other Patriot Financial Group Insurance Agency, LLC positions

AAPL

APPLE INC

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$38.9M
MSFT

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GOOGN

ALPHABET INC

$32M
ETHA

ISHARES TR

$29M
VGES

VANGUARD INDEX FDS

$28.3M
AAPL

APPLE INC

$27.3M