Position in OZK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,520
+$65,019 QoQ
Shares Held
1,929
+318.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,106 | $8,026,293 | |
| 2 | USB |
US Bancorp \De\
|
54,304 | $3,279,957 | |
| 3 | RF |
Regions Financial Corp
|
94,241 | $2,846,075 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,036 | $2,717,275 | |
| 5 | FITB |
Fifth Third Bancorp
|
45,526 | $2,566,296 | |
| 6 | NU |
Nu Holdings Ltd.
|
174,721 | $2,334,271 | |
| 7 | KEY |
Keycorp /New/
|
72,811 | $1,678,289 | |
| 8 | MTB |
M&T Bank Corp
|
6,847 | $1,629,651 |
All Filings in OZK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,520 | 1,929 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $23,501 | 461 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $16,394 | 329 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $17,407 | 509 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $23,073 | 576 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $727,849 | 17,264 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $661,728 | 16,199 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $17,823 | 570 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $54,727 | 2,567 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $20,122 | 1,205 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||