Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in OZK — Bank OZK
CIK 1510434
Seattle, WA
Position in OZK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$660,344
+$259,036 QoQ
Shares Held
12,677
+45.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#278
of 526 holders
Holding Since
Mar 2026
2 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $29,061,416 across 37 Banks - Regional names. OZK ranks #14 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
157,722 | $5,054,989 | |
| 2 | USB |
US Bancorp De
|
42,284 | $2,553,952 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
7,448 | $1,833,846 | |
| 4 | FITB |
Fifth Third Bancorp
|
31,902 | $1,798,315 | |
| 5 | MTB |
M&T Bank Corp
|
5,923 | $1,409,732 | |
| 6 | FBP |
First Bancorp /Pr/
|
43,053 | $1,122,391 | |
| 7 | PFBC |
Preferred Bank
|
9,813 | $1,042,729 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
14,303 | $989,624 |
All Filings in OZK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,344 | 12,677 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $401,308 | 8,745 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||