Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$299,725
+$32,003 QoQ
Shares Held
5,754
-1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#357
of 526 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gotham Asset Management, LLC holds $43,679,627 across 17 Banks - Regional names. OZK ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
1,416,190 | $18,920,298 | |
| 2 | FITB |
Fifth Third Bancorp
|
144,697 | $8,156,569 | |
| 3 | TFC |
Truist Financial Corp
|
84,404 | $4,205,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
14,289 | $3,518,237 | |
| 5 | USB |
US Bancorp De
|
46,711 | $2,821,344 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
14,708 | $1,030,589 | |
| 7 | MTB |
M&T Bank Corp
|
3,524 | $838,747 | |
| 8 | RF |
Regions Financial Corp
|
27,519 | $831,073 |
All Filings in OZK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,725 | 5,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $267,722 | 5,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,314 | 5,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,334 | 5,852 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $269,465 | 5,726 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,493 | 5,627 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,144 | 5,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $232,403 | 5,406 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,365 | 5,765 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $280,260 | 6,165 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $272,719 | 5,473 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,370 | 8,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382,845 | 9,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,272,069 | 37,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,450,652 | 36,212 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,771,219 | 44,773 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $902,859 | 24,057 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $826,159 | 19,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $531,930 | 11,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $321,060 | 7,470 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||