Position in OZK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$404,999
+$51,509 QoQ
Shares Held
7,775
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#319
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $1,012,833 across 2 Banks - Regional names. OZK ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,785 | $607,834 | |
| 2 | OZK |
Bank OZK
This page
|
7,775 | $404,999 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,999 | 7,775 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $353,490 | 7,703 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $358,449 | 7,789 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $341,005 | 6,689 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $357,326 | 7,593 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $334,087 | 7,689 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $415,643 | 9,334 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $406,599 | 9,458 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $385,605 | 9,405 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $424,823 | 9,345 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $507,717 | 10,189 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $374,258 | 10,096 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $437,302 | 10,889 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $350,515 | 10,249 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $358,136 | 8,940 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $466,570 | 11,794 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $467,023 | 12,444 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $527,601 | 12,356 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $715,119 | 15,369 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $682,135 | 15,871 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $669,500 | 15,880 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $644,204 | 15,770 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $483,152 | 15,451 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $333,530 | 15,644 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $363,080 | 15,470 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $254,608 | 15,246 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||