Position in OZK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,112,983
+$2,288,344 QoQ
Shares Held
89,627
+113.4% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 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, 2026JUPITER ASSET MANAGEMENT LTD holds $415,141,134 across 22 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
6,885,523 | $100,872,911 | |
| 2 | HDB |
Hdfc Bank Ltd
|
3,220,404 | $83,183,035 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
1,837,919 | $40,875,318 | |
| 4 | TBBK |
Bancorp, Inc.
|
646,585 | $40,502,084 | |
| 5 | TCBI |
Texas Capital Bancshares Inc/Tx
|
302,365 | $31,222,208 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
124,218 | $30,584,955 | |
| 7 | WSBC |
Wesbanco Inc
|
483,785 | $18,882,128 | |
| 8 | FNB |
Fnb Corp/Pa/
|
784,447 | $14,967,248 |
All Filings in OZK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,112,983 | 89,627 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $1,824,639 | 41,994 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $14,387,764 | 334,677 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $43,635,398 | 1,064,278 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $50,157,744 | 1,103,338 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $55,754,786 | 1,118,900 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $40,234,591 | 1,085,368 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $8,319,384 | 207,156 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,555,466 | 103,961 | Shares | Defined | 2023-05-10 | |
| 2020-12-31 | $4,391,871 | 140,450 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,283,131 | 294,706 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||