Position in OZK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,542,228
+$323,803 QoQ
Shares Held
29,607
+11.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 523 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $163,289,391 across 88 Banks - Regional names. OZK ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
468,626 | $28,305,010 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
86,719 | $21,351,952 | |
| 3 | TFC |
Truist Financial Corp
|
403,131 | $20,083,986 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
151,435 | $10,477,787 | |
| 5 | FITB |
Fifth Third Bancorp
|
117,916 | $6,646,924 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
359,091 | $6,366,683 | |
| 7 | MTB |
M&T Bank Corp
|
24,726 | $5,885,035 | |
| 8 | FNB |
Fnb Corp/Pa/
|
275,498 | $5,256,501 |
All Filings in OZK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,228 | 29,607 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,218,425 | 26,551 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,206,000 | 26,206 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,309,166 | 25,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,264,878 | 26,878 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,029,460 | 23,693 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,006,689 | 22,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $947,069 | 22,030 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $869,405 | 21,205 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $966,843 | 21,268 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,084,201 | 21,758 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $796,708 | 21,492 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $778,180 | 19,377 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $530,715 | 15,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $676,653 | 16,891 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $621,092 | 15,700 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $540,544 | 14,403 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $538,276 | 12,606 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $336,086 | 7,223 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||