Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,761,523
+$829,611 QoQ
Shares Held
72,212
+13.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#117
of 523 holders
Holding Since
Jun 2024
4 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, 2026Lighthouse Investment Partners, LLC holds $121,308,659 across 21 Banks - Regional names. OZK ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
631,221 | $20,230,633 | |
| 2 | BOH |
Bank Of Hawaii Corp
|
221,130 | $18,019,883 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
71,854 | $17,691,890 | |
| 4 | FITB |
Fifth Third Bancorp
|
149,122 | $8,406,007 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
83,113 | $8,384,438 | |
| 6 | WBS |
Webster Financial Corp
|
106,676 | $8,152,179 | |
| 7 | TFIN |
Triumph Financial, Inc.
|
76,078 | $5,805,512 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
141,831 | $5,729,972 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,761,523 | 72,212 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,931,912 | 63,890 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,043,716 | 66,139 | Shares | Defined | 2026-02-17 | |
| 2024-06-30 | $209,715 | 5,115 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||