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Meta Financial shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2024-12-31 $55k 744 73.58
2024-09-30 $56k 846 66.01
2021-12-31 $121k 2.0k 59.64
2021-06-30 $268k 5.3k 50.57
2021-03-31 $292k 6.5k 45.24
2020-03-31 $121k 5.6k 21.73
2019-12-31 $248k 6.8k 36.51
2018-09-30 $281k 2.9k 97.27
2016-12-31 $565k 5.5k 102.97

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

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