Position in OZK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,292,088
+$391,840 QoQ
Shares Held
63,200
0.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#132
of 526 holders
Holding Since
Sep 2025
4 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, 2026Livforsakringsbolaget Skandia, Omsesidigt holds $30,779,452 across 14 Banks - Regional names. OZK ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
7,049 | $14,667,488 | |
| 2 | AX |
Axos Financial, Inc.
|
44,700 | $4,353,333 | |
| 3 | OZK |
Bank OZK
This page
|
63,200 | $3,292,088 | |
| 4 | WAL |
Western Alliance Bancorporation
|
38,200 | $3,140,040 | |
| 5 | TBBK |
Bancorp, Inc.
|
39,800 | $2,493,072 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,455 | $604,470 | |
| 7 | USB |
US Bancorp De
|
8,551 | $516,480 | |
| 8 | TFC |
Truist Financial Corp
|
7,066 | $352,028 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,292,088 | 63,200 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,900,248 | 63,200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,646,150 | 57,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,931,350 | 57,500 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||