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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in OZK — Bank OZK

CIK 1631073 WASHINGTON, DC
Back to OZK Full portfolio

Position in OZK

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,135
+$346 QoQ
Shares Held
41
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 523 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $1,485,312 across 89 Banks - Regional names. OZK ranks #25 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EGBN
Eagle Bancorp Inc
 43,105 $1,223,750
2 MFG
Mizuho Financial Group Inc
 2,203 $21,104
3 PNC
Pnc Financial Services Group, Inc.
 77 $18,958
4 SHG
Shinhan Financial Group Co Ltd
 277 $17,520
5 WF
Woori Financial Group Inc.
 300 $17,220
6 KB
KB Financial Group Inc.
 159 $16,688
7 IBN
Icici Bank Ltd
 557 $16,169
8 HDB
Hdfc Bank Ltd
 611 $15,782

All Filings in OZK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,135 41
2026-03-31 $1,789 39
2025-12-31 $1,748 38
2025-09-30 $1,937 38
2025-06-30 $1,788 38
2025-03-31 $1,651 38
2024-12-31 $1,692 38
2024-09-30 $1,633 38
2024-06-30 $1,558 38
2024-03-31 $1,727 38
2023-12-31 $1,893 38
2023-09-30 $1,408 38
2023-06-30 $1,526 38
2023-03-31 $1,299 38
2022-12-31 $1,522 38
2022-09-30 $1,503 38
2022-06-30 $1,426 38
2022-03-31 $1,622 38
2021-12-31 $1,768 38
2021-09-30 $1,633 38
2021-06-30 $1,602 38
2021-03-31 $1,552 38
2020-12-31 $1,188 38
2020-09-30 $810 38
2020-06-30 $891 38
2020-03-31 $634 38

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