Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,531,862
-$177,540 QoQ
Shares Held
29,408
-21.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#188
of 523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PALISADE CAPITAL MANAGEMENT, LP holds $105,321,105 across 9 Banks - Regional names. OZK ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
|
279,625 | $21,455,626 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
104,125 | $16,089,395 | |
| 3 | PB |
Prosperity Bancshares Inc
|
217,770 | $15,903,743 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
457,050 | $14,648,452 | |
| 5 | RNST |
Renasant Corp
|
339,896 | $14,459,175 | |
| 6 | FULT |
Fulton Financial Corp
|
517,485 | $12,517,962 | |
| 7 | UMBF |
Umb Financial Corp
|
47,614 | $6,797,374 | |
| 8 | BOKF |
Bok Financial Corp
|
13,807 | $1,917,516 |
All Filings in OZK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,862 | 29,408 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,709,402 | 37,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,811,775 | 61,099 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,387,417 | 66,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,007,369 | 63,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,614,647 | 60,176 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,581,849 | 57,980 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,766,287 | 41,086 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,620,935 | 39,535 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,832,265 | 40,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,916,960 | 38,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,385,194 | 37,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,173,796 | 29,228 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $844,774 | 24,701 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $857,804 | 21,413 | Shares | Sole | 2023-03-24 | |
| 2022-09-30 | $790,962 | 19,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $712,732 | 18,991 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||