Position in OZK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$236,228
New position
Shares Held
4,535
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#377
of 523 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fulcrum Asset Management LLP holds $883,612 across 32 Banks - Regional names. OZK ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLG |
Flagstar Bank, National Association
|
20,762 | $310,184 | |
| 2 | OZK |
Bank OZK
This page
|
4,535 | $236,228 | |
| 3 | HAPN |
Happen, Inc.
|
6,896 | $143,023 | |
| 4 | ASB |
Associated Banc-Corp
|
462 | $14,215 | |
| 5 | FIBK |
First Interstate Bancsystem Inc
|
352 | $13,573 | |
| 6 | AX |
Axos Financial, Inc.
|
122 | $11,881 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
258 | $10,915 | |
| 8 | FULT |
Fulton Financial Corp
|
418 | $10,111 |
All Filings in OZK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,228 | 4,535 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||