Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$240,030
+$119,936 QoQ
Shares Held
4,608
+76.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $82,908,429 across 118 Banks - Regional names. OZK ranks #58 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
36,294 | $8,936,308 | |
| 2 | FITB |
Fifth Third Bancorp
|
126,593 | $7,136,047 | |
| 3 | USB |
US Bancorp De
|
92,824 | $5,606,569 | |
| 4 | BAP |
Credicorp Ltd
|
9,970 | $3,884,112 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
113,389 | $3,634,117 | |
| 6 | WSFS |
Wsfs Financial Corp
|
38,209 | $2,931,776 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
40,862 | $2,863,200 | |
| 8 | HDB |
Hdfc Bank Ltd
|
110,477 | $2,853,620 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,030 | 4,608 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $120,094 | 2,617 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $72,803 | 1,582 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $59,034 | 1,158 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,765 | 590 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,206 | 373 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $16,387 | 368 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $15,820 | 368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,088 | 368 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,729 | 368 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $18,337 | 368 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $16,570 | 447 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $19,276 | 480 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $17,510 | 512 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $24,436 | 610 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $49,845 | 1,260 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $47,287 | 1,260 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $837,347 | 19,610 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $3,071,073 | 66,002 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $2,641,894 | 61,468 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $2,180,810 | 51,727 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $2,074,158 | 50,775 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $2,215,886 | 70,863 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $1,576,677 | 73,953 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $1,790,620 | 76,294 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $908,029 | 54,373 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||