Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$349,419
+$39,478 QoQ
Shares Held
6,708
-0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 523 holders
Holding Since
Jun 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, 2026REGIONS FINANCIAL CORP holds $234,618,201 across 32 Banks - Regional names. OZK ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
1,035,696 | $58,382,183 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
236,598 | $58,255,158 | |
| 3 | RF |
Regions Financial Corp
|
1,606,432 | $48,514,246 | |
| 4 | SSB |
SouthState Bank Corp
|
271,457 | $27,118,554 | |
| 5 | TFC |
Truist Financial Corp
|
134,384 | $6,695,010 | |
| 6 | FHB |
First Hawaiian, Inc.
|
185,648 | $5,439,486 | |
| 7 | BANF |
Bancfirst Corp /Ok/
|
35,158 | $3,907,108 | |
| 8 | USB |
US Bancorp \De\
|
47,894 | $2,892,797 |
All Filings in OZK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,419 | 6,708 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $309,941 | 6,754 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $312,199 | 6,784 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $423,337 | 8,304 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $390,786 | 8,304 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $360,808 | 8,304 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $369,777 | 8,304 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $410,296 | 9,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $404,834 | 9,874 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $554,884 | 12,206 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $743,911 | 14,929 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $574,213 | 15,490 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $650,069 | 16,187 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $559,614 | 16,363 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $678,135 | 16,928 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $689,530 | 17,430 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $653,584 | 17,415 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $743,406 | 17,410 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $588,277 | 12,643 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $396,146 | 9,217 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $390,695 | 9,267 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $428,352 | 10,486 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $355,726 | 11,376 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $240,851 | 11,297 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $260,469 | 11,098 | Shares | Defined | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||