Van Hulzen Asset Management, LLC
Position in AX — Axos Financial, Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,307,363
-$68,882 QoQ
Shares Held
13,424
-17.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#149
of 381 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $7,761,087 across 11 Banks - Regional names. AX ranks #1 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
13,424 | $1,307,363 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,460 | $1,266,070 | |
| 3 | CASH |
Pathward Financial, Inc.
|
12,744 | $1,109,492 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,894 | $958,780 | |
| 5 | FHN |
First Horizon Corp
|
31,360 | $804,070 | |
| 6 | ACNB |
Acnb Corp
|
13,003 | $772,118 | |
| 7 | USB |
US Bancorp \De\
|
11,237 | $678,714 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
15,079 | $267,350 |
All Filings in AX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,363 | 13,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,376,245 | 16,174 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,735,090 | 20,138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,896,498 | 22,404 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,773,633 | 23,325 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,742,943 | 27,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,001,621 | 28,656 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,719,453 | 27,345 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,511,560 | 26,449 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,370,832 | 25,367 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,276,329 | 23,376 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,198,269 | 31,650 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $891,107 | 22,594 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $405,603 | 10,986 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $363,739 | 9,517 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $308,959 | 9,026 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $312,683 | 8,722 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $627,192 | 13,520 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $731,861 | 13,090 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $752,844 | 14,607 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $681,701 | 14,695 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $506,250 | 10,769 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $387,309 | 10,320 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||