Position in OZK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$215,178
-$7,282 QoQ
Shares Held
4,689
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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, 2026Private Advisor Group, LLC holds $51,942,864 across 34 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
60,084 | $14,793,882 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,419 | $7,114,221 | |
| 3 | USB |
US Bancorp De
|
80,869 | $4,884,487 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
44,321 | $3,105,572 | |
| 5 | TFC |
Truist Financial Corp
|
45,041 | $2,243,942 | |
| 6 | KEY |
Keycorp /New/
|
96,537 | $2,225,177 | |
| 7 | WSFS |
Wsfs Financial Corp
|
24,525 | $1,881,803 | |
| 8 | FITB |
Fifth Third Bancorp
|
30,418 | $1,714,662 |
All Filings in OZK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,178 | 4,689 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $222,460 | 4,834 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $297,315 | 5,832 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $364,385 | 7,743 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $251,141 | 5,780 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $218,435 | 4,805 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $273,057 | 7,366 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $289,192 | 7,201 | Shares | Sole | 2023-08-10 | |
| 2020-06-30 | $42,903 | 1,828 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||