Position in OZK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$5,139
+$4,045 QoQ
Shares Held
112
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 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, 2026JNBA Financial Advisors holds $1,018,828 across 19 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,877 | $294,570 | |
| 2 | UMBF |
Umb Financial Corp
|
1,841 | $262,821 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
697 | $171,615 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
9,670 | $171,449 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,000 | $57,240 | |
| 6 | TFC |
Truist Financial Corp
|
374 | $18,632 | |
| 7 | RF |
Regions Financial Corp
|
230 | $6,946 | |
| 8 | FHN |
First Horizon Corp
|
224 | $5,743 |
All Filings in OZK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,139 | 112 | Shares | Sole | 2026-04-23 | |
| 2023-03-31 | $1,094 | 32 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||