Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$333,219
+$19,286 QoQ
Shares Held
6,397
-6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#337
of 523 holders
Holding Since
Mar 2020
25 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, 2026LATHROP INVESTMENT MANAGEMENT CO holds $5,669,539 across 6 Banks - Regional names. OZK ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
22,309 | $3,447,186 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
36,818 | $652,783 | |
| 3 | HOMB |
Home Bancshares Inc
|
19,594 | $559,408 | |
| 4 | RF |
Regions Financial Corp
|
13,168 | $397,673 | |
| 5 | OZK |
Bank OZK
This page
|
6,397 | $333,219 | |
| 6 | FHN |
First Horizon Corp
|
10,892 | $279,270 |
All Filings in OZK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,219 | 6,397 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $313,933 | 6,841 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $314,822 | 6,841 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $319,338 | 6,264 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $313,137 | 6,654 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $296,459 | 6,823 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $303,828 | 6,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $293,406 | 6,825 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,825 | 6,825 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $305,536 | 6,721 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $334,907 | 6,721 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $249,147 | 6,721 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $269,915 | 6,721 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $229,858 | 6,721 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $269,243 | 6,721 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $282,735 | 7,147 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $268,039 | 7,142 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $304,963 | 7,142 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $345,950 | 7,435 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $278,725 | 6,485 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $277,623 | 6,585 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $272,673 | 6,675 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $239,997 | 7,675 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $209,587 | 8,930 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $168,018 | 10,061 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||