Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$441,046
+$52,496 QoQ
Shares Held
8,467
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#308
of 523 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $8,482,604 across 15 Banks - Regional names. OZK ranks #10 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $1,008,529 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,592 | $884,422 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,805 | $797,238 | |
| 4 | QCRH |
Qcr Holdings Inc
|
7,672 | $746,869 | |
| 5 | LKFN |
Lakeland Financial Corp
|
11,722 | $723,481 | |
| 6 | FITB |
Fifth Third Bancorp
|
11,543 | $650,678 | |
| 7 | TFC |
Truist Financial Corp
|
12,011 | $598,388 | |
| 8 | USB |
US Bancorp \De\
|
9,906 | $598,322 |
All Filings in OZK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,046 | 8,467 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $388,550 | 8,467 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $389,651 | 8,467 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $431,647 | 8,467 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $411,680 | 8,748 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $380,100 | 8,748 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $377,035 | 8,467 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $365,844 | 8,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $347,147 | 8,467 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,909 | 8,467 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $421,910 | 8,467 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $313,871 | 8,467 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $349,271 | 8,697 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $297,300 | 8,693 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $348,121 | 8,690 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $343,618 | 8,686 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $325,835 | 8,682 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $370,593 | 8,679 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $403,694 | 8,676 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $362,880 | 8,443 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $355,830 | 8,440 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $344,651 | 8,437 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $275,676 | 8,816 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||