Position in OZK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,023,723
+$130,796 QoQ
Shares Held
19,653
+1.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#26
of 89 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $15,006,637 across 9 Banks - Regional names. OZK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
92,357 | $6,471,453 | |
| 2 | LYG |
Lloyds Banking Group plc
|
421,179 | $2,455,472 | |
| 3 | NWG |
NatWest Group plc
|
132,089 | $2,328,728 | |
| 4 | OZK |
Bank OZK
This page
|
19,653 | $1,023,723 | |
| 5 | CTBI |
Community Trust Bancorp Inc /Ky/
|
9,270 | $670,776 | |
| 6 | HOMB |
Home Bancshares Inc
|
23,440 | $669,211 | |
| 7 | HWC |
Hancock Whitney Corp
|
8,727 | $652,080 | |
| 8 | OBK |
Origin Bancorp, Inc.
|
9,722 | $497,279 |
All Filings in OZK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,723 | 19,653 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $892,927 | 19,458 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $857,443 | 18,632 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $902,447 | 17,702 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $792,394 | 16,838 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $718,097 | 16,527 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $474,110 | 10,647 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $847,847 | 19,722 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $922,664 | 22,504 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $997,619 | 21,945 | Shares | Defined | 2024-04-11 | |
| 2023-09-30 | $703,662 | 18,982 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $750,107 | 18,678 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $590,359 | 17,262 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $634,830 | 15,847 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $697,995 | 17,644 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $675,613 | 18,002 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $739,008 | 17,307 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $482,049 | 10,360 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $201,103 | 4,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $230,868 | 5,476 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $285,255 | 6,983 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $255,288 | 8,164 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||