Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$477,977
New position
Shares Held
9,176
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#304
of 526 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $13,716,937 across 29 Banks - Regional names. OZK ranks #13 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,820 | $1,330,154 | |
| 2 | KB |
KB Financial Group Inc.
|
8,811 | $924,802 | |
| 3 | EWBC |
East West Bancorp Inc
|
6,242 | $805,779 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
12,364 | $782,023 | |
| 5 | WF |
Woori Financial Group Inc.
|
12,565 | $721,231 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
71,823 | $688,064 | |
| 7 | FNB |
Fnb Corp/Pa/
|
33,341 | $636,146 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,489 | $612,841 |
All Filings in OZK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,977 | 9,176 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||