Altfest L J & Co »

Meta Financial shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-06-30 $239k 3.0k 79.12
2025-03-31 $220k 3.0k 72.95
2024-12-31 $222k 3.0k 73.58

More positions owned by Altfest L J & Co

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treasr 10 Yr (UTEN)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Meta Financial

BlackRock
FMR
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Neumeier Poma Investment Counsel
Mawer Investment Management
Charles Schwab Investment Management
Northern Trust
Nuveen
Invesco

View all funds holding Meta Financial