Position in OZK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$833
+$99 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#504
of 523 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. OZK ranks #48 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833 | 16 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $734 | 16 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $36,171 | 786 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $40,070 | 786 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $36,989 | 786 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $33,456 | 770 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $34,288 | 770 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $31,081 | 723 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $62,238 | 1,518 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $187,295 | 4,120 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $251,193 | 5,041 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $192,282 | 5,187 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $208,309 | 5,187 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $151,813 | 4,439 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $24,156 | 603 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $26,900 | 680 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $33,026 | 880 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $45,560 | 1,067 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $51,089 | 1,098 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $48,223 | 1,122 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $48,273 | 1,145 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,884,287 | 46,127 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,300,144 | 41,578 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,083,738 | 50,832 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,194,834 | 50,909 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $919,618 | 55,067 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||