Van Hulzen Asset Management, LLC
Position in CASH — Pathward Financial, Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in CASH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,109,492
-$291,686 QoQ
Shares Held
12,744
-18.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#116
of 284 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASH 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. CASH ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
13,424 | $1,307,363 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,460 | $1,266,070 | |
| 3 | CASH |
Pathward Financial, Inc.
This page
|
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 CASH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,492 | 12,744 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,401,178 | 15,703 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,351,556 | 19,036 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,551,619 | 20,965 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,711,286 | 21,629 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,787,275 | 24,500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||