Position in OZK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$303,059
+$15,237 QoQ
Shares Held
5,818
-7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#353
of 523 holders
Holding Since
Mar 2020
11 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, 2026BANK OZK holds $1,456,179 across 3 Banks - Regional names. OZK ranks #3 (20.8% of the industry book) .
All Filings in OZK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,059 | 5,818 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $287,822 | 6,272 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $232,315 | 4,557 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $5,428,742 | 119,418 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,978,254 | 119,973 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $303,408 | 7,555 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $258,381 | 7,555 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $302,653 | 7,555 | Shares | Sole | 2023-02-13 | |
| 2020-09-30 | $3,366,385 | 157,898 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,579,319 | 67,291 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $29,940,962 | 1,792,872 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||