SIGNATUREFD, LLC

Position in OZK — Bank OZK

CIK 1456048 ATLANTA, GA

Position in OZK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$92,043

+$10,451 QoQ

Shares Held

1,767

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#409

of 523 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. OZK ranks #62 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	42,371	$6,956,470
2	KB	KB Financial Group Inc.	30,396	$3,190,364
3	MFG	Mizuho Financial Group Inc	298,688	$2,861,431
4	WF	Woori Financial Group Inc.	49,721	$2,853,985
5	TFC	Truist Financial Corp	46,814	$2,332,273
6	SHG	Shinhan Financial Group Co Ltd	35,020	$2,215,015
7	PNC	Pnc Financial Services Group, Inc.	8,757	$2,156,148
8	LYG	Lloyds Banking Group plc	301,587	$1,758,252

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,043	1,767	-0.6%	Shares	Sole	2026-07-24
2026-03-31	$81,592	1,778	-4.8%	Shares	Sole	2026-04-07
2025-12-31	$85,965	1,868	-2.7%	Shares	Sole	2026-01-20
2025-09-30	$97,830	1,919	-1.2%	Shares	Sole	2025-10-21
2025-06-30	$91,437	1,943	-9.2%	Shares	Sole	2025-07-16
2025-03-31	$92,939	2,139	0.0%	Shares	Sole	2025-05-02
2024-12-31	$95,249	2,139	0.0%	Shares	Sole	2025-02-10
2024-09-30	$91,955	2,139	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$87,412	2,132	-0.5%	Shares	Sole	2024-07-29
2024-03-31	$97,420	2,143	0.0%	Shares	Sole	2024-05-03
2023-12-31	$106,785	2,143	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$79,218	2,137	-0.7%	Shares	Sole	2023-11-03
2023-06-30	$86,384	2,151	+10.5%	Shares	Sole	2023-08-01
2023-03-31	$66,587	1,947	+0.5%	Shares	Sole	2023-04-28
2022-12-31	$77,596	1,937	-3.9%	Shares	Sole	2023-01-30
2022-09-30	$79,752	2,016	+8.2%	Shares	Sole	2022-11-08
2022-06-30	$69,918	1,863	+11.6%	Shares	Sole	2022-08-10
2022-03-31	$71,266	1,669	-5.9%	Shares	Sole	2022-05-02
2021-12-31	$82,544	1,774	+6.0%	Shares	Sole	2022-01-25
2021-09-30	$71,905	1,673	+0.8%	Shares	Sole	2021-10-28
2021-06-30	$69,985	1,660	+1.7%	Shares	Sole	2021-07-26
2021-03-31	$66,708	1,633	+2.2%	Shares	Sole	2021-04-30
2020-12-31	$49,969	1,598	0.0%	Shares	Sole	2021-02-11
2020-09-30	$34,069	1,598	+11.7%	Shares	Sole	2020-11-03
2020-06-30	$33,562	1,430	-50.3%	Shares	Sole	2020-07-30
2020-03-31	$48,045	2,877	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.