Position in OZK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$238,311
+$20,105 QoQ
Shares Held
4,575
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $2,596,726 across 4 Banks - Regional names. OZK ranks #3 (9.2% of the industry book) .
All Filings in OZK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,311 | 4,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,206 | 4,755 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $220,803 | 4,798 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $268,103 | 5,259 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $248,335 | 5,277 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $229,285 | 5,277 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $252,306 | 5,666 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $244,828 | 5,695 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $466,990 | 11,390 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $263,213 | 5,790 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $283,283 | 5,685 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||