Position in OZK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$399,582
+$69,220 QoQ
Shares Held
7,671
+6.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#321
of 523 holders
Holding Since
Jun 2025
5 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, 2026Sigma Planning Corp holds $7,413,579 across 13 Banks - Regional names. OZK ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
73,282 | $1,299,289 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,560 | $1,271,707 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
6,870 | $1,061,552 | |
| 4 | TFC |
Truist Financial Corp
|
13,837 | $689,359 | |
| 5 | BMA |
Macro Bank Inc.
|
6,479 | $599,890 | |
| 6 | MTB |
M&T Bank Corp
|
2,220 | $528,382 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,834 | $451,567 | |
| 8 | OZK |
Bank OZK
This page
|
7,671 | $399,582 |
All Filings in OZK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,582 | 7,671 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $330,362 | 7,199 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $289,511 | 6,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $284,366 | 5,578 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $241,982 | 5,142 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||