Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$749,418
+$658,235 QoQ
Shares Held
14,387
+624.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 523 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $129,195,647 across 278 Banks - Regional names. OZK ranks #32 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
114,053 | $28,082,129 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
170,540 | $11,949,737 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,790 | $5,805,404 | |
| 4 | USB |
US Bancorp \De\
|
89,189 | $5,387,015 | |
| 5 | BPOP |
Popular, Inc.
|
32,678 | $5,365,074 | |
| 6 | TFC |
Truist Financial Corp
|
85,253 | $4,247,304 | |
| 7 | FULT |
Fulton Financial Corp
|
170,976 | $4,135,909 | |
| 8 | BFST |
Business First Bancshares, Inc.
|
110,128 | $3,384,233 |
All Filings in OZK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,418 | 14,387 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $91,183 | 1,987 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $45,007 | 978 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $890,620 | 17,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $136,426 | 2,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $103,193 | 2,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,771 | 444 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,807 | 484 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,207 | 127 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $42,322 | 931 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $46,291 | 929 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,526 | 230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,196 | 229 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,361 | 186 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,330 | 183 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $8,109 | 205 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,693 | 205 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $8,753 | 205 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,631 | 207 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,853 | 206 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,642 | 205 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||