Position in OZK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,055,447
+$475,031 QoQ
Shares Held
20,262
+60.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#227
of 522 holders
Holding Since
Dec 2022
4 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, 2026FOSTER & MOTLEY INC holds $10,139,949 across 8 Banks - Regional names. OZK ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
49,131 | $2,967,512 | |
| 2 | RF |
Regions Financial Corp
|
83,648 | $2,526,169 | |
| 3 | OZK |
Bank OZK
This page
|
20,262 | $1,055,447 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,254 | $926,463 | |
| 5 | FITB |
Fifth Third Bancorp
|
15,276 | $861,108 | |
| 6 | BPOP |
Popular, Inc.
|
4,751 | $780,019 | |
| 7 | TFC |
Truist Financial Corp
|
13,748 | $684,925 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,374 | $338,306 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,447 | 20,262 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $580,416 | 12,648 | Shares | Sole | 2026-04-21 | |
| 2023-12-31 | $238,187 | 4,780 | Shares | Sole | 2024-02-01 | |
| 2022-12-31 | $234,431 | 5,852 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||