PRINCIPAL FINANCIAL GROUP INC

Position in OZK — Bank OZK

CIK 1126328 DES MOINES, IA

Back to OZK Full portfolio

Position in OZK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$12,173,067

+$1,511,399 QoQ

Shares Held

233,693

+0.6% QoQ

Ownership

0.214%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#68

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, 2026

PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. OZK ranks #69 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,415,104	$348,426,905
2	WTFC	Wintrust Financial Corp	1,246,124	$200,277,048
3	BAP	Credicorp Ltd	478,109	$186,261,704
4	EWBC	East West Bancorp Inc	1,330,518	$171,756,567
5	USB	US Bancorp \De\	1,723,537	$104,101,634
6	ONB	Old National Bancorp /In/	3,951,709	$102,349,263
7	CFR	Cullen/Frost Bankers, Inc.	654,435	$101,123,295
8	UMBF	Umb Financial Corp	694,836	$99,194,786

All Filings in OZK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,173,067	233,693	+0.6%	Shares	Defined	2026-08-04
2026-03-31	$10,661,668	232,331	+1.5%	Shares	Defined	2026-05-04
2025-12-31	$10,538,717	229,003	-3.2%	Shares	Defined	2026-02-02
2025-09-30	$12,056,615	236,497	-1.8%	Shares	Defined	2025-11-04
2025-06-30	$11,332,235	240,804	-1.7%	Shares	Defined	2025-08-08
2025-03-31	$10,647,378	245,049	-0.0%	Shares	Defined	2025-04-28
2024-12-31	$10,914,836	245,112	-1.3%	Shares	Defined	2025-01-31
2024-09-30	$10,678,284	248,390	-30.3%	Shares	Defined	2024-10-31
2024-06-30	$14,608,013	356,293	-81.9%	Shares	Defined	2024-07-29
2024-03-31	$89,627,343	1,971,565	-4.1%	Shares	Defined	2024-04-29
2023-12-31	$102,408,273	2,055,153	-2.3%	Shares	Defined	2024-02-07
2023-09-30	$77,965,362	2,103,193	-2.2%	Shares	Defined	2023-11-02
2023-06-30	$86,368,296	2,150,605	-1.5%	Shares	Defined	2023-08-07
2023-03-31	$74,656,137	2,182,928	+2.3%	Shares	Defined	2023-05-09
2022-12-31	$85,503,102	2,134,376	-3.2%	Shares	Defined	2023-02-09
2022-09-30	$87,241,745	2,205,302	-5.0%	Shares	Defined	2022-11-09
2022-06-30	$87,084,310	2,320,392	+0.1%	Shares	Defined	2022-08-10
2022-03-31	$98,999,394	2,318,487	-0.6%	Shares	Defined	2022-05-09
2021-12-31	$108,530,805	2,332,491	-7.7%	Shares	Defined	2022-02-09
2021-09-30	$108,612,307	2,527,043	-13.3%	Shares	Defined	2021-11-09
2021-06-30	$122,843,277	2,913,740	-12.0%	Shares	Defined	2021-08-10
2021-03-31	$135,231,350	3,310,437	-23.9%	Shares	Defined	2021-05-10
2020-12-31	$136,112,055	4,352,800	-9.5%	Shares	Defined	2021-02-23
2020-09-30	$102,527,986	4,809,005	-3.3%	Shares	Defined	2020-11-06
2020-06-30	$116,682,231	4,971,548	+6.4%	Shares	Defined	2020-08-05
2020-03-31	$78,011,143	4,671,326	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.