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Meta Financial shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Meta Financial

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All positions including Meta Financial held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $62k 55k 1.13

More positions owned by Curated Wealth Partners

S&p Global (SPGI)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Target Corporation (TGT)
Broadcom (AVGO)
Charles Schwab Corporation (SCHW)
Parker-Hannifin Corporation (PH)
Brightstar Lottery Shs Usd (BRSL)
Tesla Motors (TSLA)
Amphenol Corp Cl A (APH)
Cummins (CMI)
Packaging Corporation of America (PKG)
ResMed (RMD)
Abbott Laboratories (ABT)
Trane Technologies SHS (TT)

View all positions for Curated Wealth Partners

Top funds holding Meta Financial

BlackRock
FMR
State Street Corporation
American Century Companies
Dimensional Fund Advisors
Vanguard Capital Management
Geode Capital Management
Earnest Partners
Vanguard Portfolio Management
Neumeier Poma Investment Counsel
Bank of America Corporation
Two Sigma Investments
Mawer Investment Management
Charles Schwab Investment Management
New York State Common Retirement Fund

View all funds holding Meta Financial