Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,633,002
+$8,297,512 QoQ
Shares Held
184,930
+535.5% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#76
of 523 holders
Holding Since
Sep 2022
16 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, 2026Mariner, LLC holds $892,857,410 across 163 Banks - Regional names. OZK ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,497,825 | $368,794,471 | |
| 2 | USB |
US Bancorp \De\
|
726,018 | $43,851,487 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
2,045,817 | $41,591,459 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,257,385 | $30,158,663 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
407,520 | $28,554,926 | |
| 6 | MTB |
M&T Bank Corp
|
114,447 | $27,239,529 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
193,028 | $19,472,663 | |
| 8 | TFC |
Truist Financial Corp
|
374,640 | $18,664,564 |
All Filings in OZK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,633,002 | 184,930 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,335,490 | 29,102 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $403,825 | 8,775 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,647,387 | 91,161 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,470,700 | 95,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,094,901 | 94,244 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,151,487 | 93,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,980,444 | 92,590 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,792,582 | 92,502 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $604,754 | 13,303 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $688,102 | 13,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $467,193 | 12,603 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $336,781 | 8,386 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $246,924 | 7,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284,185 | 7,094 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,733 | 6,970 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||