Position in OZK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,348,089
+$121,542 QoQ
Shares Held
25,880
-3.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#202
of 528 holders
Holding Since
Dec 2024
7 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, 2026Aviance Capital Partners, LLC holds $5,326,972 across 8 Banks - Regional names. OZK ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
This page
|
25,880 | $1,348,089 | |
| 2 | MTB |
M&T Bank Corp
|
4,505 | $1,072,235 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
38,173 | $806,595 | |
| 4 | TFC |
Truist Financial Corp
|
13,340 | $664,598 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
14,510 | $592,588 | |
| 6 | ALRS |
Alerus Financial Corp
|
13,111 | $407,752 | |
| 7 | USB |
US Bancorp \De\
|
3,881 | $234,412 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
11,320 | $200,703 |
All Filings in OZK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348,089 | 25,880 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,226,547 | 26,728 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,540,841 | 33,482 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,730,821 | 33,951 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,677,124 | 35,638 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,458,138 | 33,559 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $683,134 | 15,341 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||