BG Investment Services, LLC META — META PLATFORMS INC

Ownership history in BG Investment Services, LLC  ·  6 quarters on record

AI Ownership Summary

BG Investment Services, LLC reported META PLATFORMS INC (META) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q2. The latest visible filing shows META at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BG Investment Services, LLC's position in META PLATFORMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

META was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page BG Investment Services, LLC fund profile BG Investment Services, LLC full holdings
How BG Investment Services, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 598 +12 +2.0% 0.28% $342K 2026-05-08 $609.63
2025 Q4 ADDED — — — 586 +97 +19.8% 0.34% $387K 2026-02-05 $669.64
2025 Q3 ADDED — — — 489 +9 +1.9% 0.35% $359K 2025-10-31 $647.27
2025 Q2 ADDED — — — 480 +4 +0.8% 0.44% $354K 2025-07-30 $693.58
2025 Q1 ADDED — — — 476 +81 +20.5% 0.30% $274K 2025-05-06 $585.48
2024 Q4 INITIATED — — — 395 — — 0.23% $231K 2025-02-12 $722.48

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Newlands Management Operations LLC 3Y 36.27% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 23.27% Palidye Holdings (Caymans) Ltd 22.85% GOBI CAPITAL LLC 3Y 7Y 22.34% Soroban Capital Partners LP 3Y 7Y 22.09% RV Capital AG 3Y 7Y 21.77% 3G Capital Partners LP 3Y 7Y 21.32% JAT Capital Mgmt LP 3Y 21.32% Tenzing Global Management, LLC 3Y 7Y 20.17%

FAQ About BG Investment Services, LLC and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has BG Investment Services, LLC reported owning META?

BG Investment Services, LLC reported META across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported META position in BG Investment Services, LLC's portfolio?

The largest reported portfolio weight for META was 0.44% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when BG Investment Services, LLC reported 598 shares, equal to 0.28% of portfolio, with an estimated market value of $342K.

What does the chart on this META ownership page compare?

The chart compares BG Investment Services, LLC's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BG Investment Services, LLC time their META position?

Based on 13F filing dates vs. subsequent META price moves, BG Investment Services, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on META relative to SPY over the holding period was -26.8%.

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