Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,756,422
+$420,427 QoQ
Shares Held
33,719
+15.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,978,573,118 across 110 Banks - Regional names. OZK ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,339,181 | $329,733,144 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,229,029 | $238,390,364 | |
| 3 | CBU |
Community Financial System, Inc.
|
3,456,640 | $232,009,676 | |
| 4 | UMBF |
Umb Financial Corp
|
1,562,240 | $223,025,381 | |
| 5 | PB |
Prosperity Bancshares Inc
|
2,900,025 | $211,788,825 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
4,081,530 | $210,525,316 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
2,253,229 | $157,883,755 | |
| 8 | MTB |
M&T Bank Corp
|
656,084 | $156,154,552 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,756,422 | 33,719 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,335,995 | 29,113 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,336,650 | 29,045 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,118,755 | 21,945 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $878,609 | 18,670 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $695,677 | 16,011 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $621,282 | 13,952 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $651,083 | 15,145 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,104,663 | 26,943 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,628,921 | 35,832 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,502,473 | 30,152 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,375,741 | 37,112 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,199,498 | 29,868 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $931,402 | 27,234 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,473,958 | 136,644 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,627,053 | 142,241 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $5,328,096 | 141,969 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,417,356 | 103,451 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $4,831,395 | 103,834 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,460,119 | 103,772 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,641,730 | 110,098 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,891,705 | 119,748 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,264,883 | 136,389 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,352,241 | 63,426 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $270,326 | 11,518 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $58,859,082 | 3,524,496 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||