Position in OZK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$822,136
+$136,907 QoQ
Shares Held
15,783
+5.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#254
of 523 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. OZK ranks #36 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp \De\
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in OZK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,136 | 15,783 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $685,229 | 14,932 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $805,211 | 17,497 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $648,567 | 12,722 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $553,049 | 11,752 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $343,602 | 7,908 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $377,753 | 8,787 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $367,524 | 8,964 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $1,832,442 | 43,464 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,023,169 | 25,047 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||