Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,889,559
+$448,544 QoQ
Shares Held
74,670
-0.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#116
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 11%
None 25%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $91,689,774 across 252 Banks - Regional names. OZK ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
18,916 | $4,657,496 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
28,316 | $4,375,387 | |
| 3 | OZK |
Bank OZK
This page
|
74,670 | $3,889,559 | |
| 4 | FHN |
First Horizon Corp
|
151,088 | $3,873,895 | |
| 5 | FITB |
Fifth Third Bancorp
|
62,208 | $3,506,663 | |
| 6 | EWBC |
East West Bancorp Inc
|
25,212 | $3,254,617 | |
| 7 | HWC |
Hancock Whitney Corp
|
43,034 | $3,215,500 | |
| 8 | UMBF |
Umb Financial Corp
|
19,861 | $2,835,356 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,889,559 | 74,670 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,441,015 | 74,984 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,421,540 | 74,349 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,835,327 | 75,232 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,813,600 | 81,037 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,404,176 | 78,347 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,610,224 | 81,074 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,503,254 | 81,490 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,379,425 | 82,425 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,781,453 | 83,182 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,137,085 | 83,024 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,058,014 | 82,493 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $4,375,431 | 108,950 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,663,024 | 107,106 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,256,935 | 106,264 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,005,054 | 101,240 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,720,273 | 99,128 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,294,210 | 100,567 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,464,831 | 95,956 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,111,079 | 95,651 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,866,071 | 91,700 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,198,178 | 53,811 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,682,669 | 53,811 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $939,636 | 44,073 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,050,775 | 44,771 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $570,605 | 34,168 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||