Position in OZK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$20,836
New position
Shares Held
400
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#442
of 523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Axiom Investment Management LLC holds $4,013,092 across 13 Banks - Regional names. OZK ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
14,762 | $3,513,502 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
11,672 | $111,814 | |
| 3 | RF |
Regions Financial Corp
|
2,867 | $86,583 | |
| 4 | USB |
US Bancorp De
|
1,283 | $77,488 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
266 | $65,494 | |
| 6 | UMBF |
Umb Financial Corp
|
250 | $35,690 | |
| 7 | FULT |
Fulton Financial Corp
|
1,400 | $33,866 | |
| 8 | HDB |
Hdfc Bank Ltd
|
1,282 | $33,112 |
All Filings in OZK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,836 | 400 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||