Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,677,292
+$1,850,595 QoQ
Shares Held
70,595
+77.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 523 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. OZK ranks #60 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in OZK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,677,292 | 70,595 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,826,697 | 39,806 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,411,355 | 52,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,286,683 | 25,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $961,623 | 20,434 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $894,548 | 20,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $892,202 | 20,036 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $812,467 | 18,899 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $796,671 | 19,431 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $701,537 | 15,432 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $628,654 | 12,616 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $405,804 | 10,947 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $427,784 | 10,652 | Shares | Defined | 2023-07-21 | |
| 2022-12-31 | $348,121 | 8,690 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $312,563 | 7,901 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $243,081 | 6,477 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $222,253 | 5,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,536 | 5,148 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,553 | 5,085 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $217,545 | 5,160 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $220,018 | 5,386 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $208,445 | 6,666 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||