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Meta Financial shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $636k 12k 52.93
2023-09-30 $553k 12k 46.09
2023-06-30 $649k 14k 46.36
2023-03-31 $664k 16k 41.49
2021-09-30 $840k 16k 52.50
2021-06-30 $810k 16k 50.63
2019-09-30 $892k 27k 32.62

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Meta Financial

Vanguard Group
Goldman Sachs Group
Dimensional Fund Advisors
Nantahala Capital Management
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Phocas Financial
Grizzlyrock Capital
Jupiter Asset Management
Orchard Capital Managment
PanAgora Asset Management
Principal Financial Group

View all funds holding Meta Financial