Position in OZK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$152,206
-$9,280 QoQ
Shares Held
2,922
-17.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 523 holders
Holding Since
Sep 2024
8 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, 2026AMERICAN NATIONAL BANK & TRUST holds $1,129,790 across 10 Banks - Regional names. OZK ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
23,239 | $701,817 | |
| 2 | OZK |
Bank OZK
This page
|
2,922 | $152,206 | |
| 3 | FITB |
Fifth Third Bancorp
|
2,426 | $136,753 | |
| 4 | USB |
US Bancorp \De\
|
653 | $39,441 | |
| 5 | EWBC |
East West Bancorp Inc
|
270 | $34,854 | |
| 6 | NWG |
NatWest Group plc
|
1,771 | $31,222 | |
| 7 | TFC |
Truist Financial Corp
|
244 | $12,156 | |
| 8 | NU |
Nu Holdings Ltd.
|
742 | $9,913 |
All Filings in OZK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,206 | 2,922 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $161,486 | 3,519 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $166,592 | 3,620 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $417,730 | 8,194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $379,633 | 8,067 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $352,422 | 8,111 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $38,830 | 872 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $44,193 | 1,028 | Shares | Sole | 2024-10-02 | |
| No filing history on record for this holder in this stock. | ||||||