Meta Financial shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Meta Financial
Tip: Access up to 7 years of quarterly data
All positions including Meta Financial held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Meta Financial by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $649k | 9.1k | 71.00 |
| 2025-09-30 | $285k | 3.9k | 74.00 |
| 2025-06-30 | $273k | 3.4k | 79.12 |
| 2025-03-31 | $235k | 3.2k | 72.95 |
More positions owned by Concurrent Investment Advisors
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