NewEdge Advisors, LLC

Position in OZK — Bank OZK

CIK 1633516 NEW ORLEANS, LA

Position in OZK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$276,285

+$246,778 QoQ

Shares Held

5,304

+724.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#364

of 523 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $151,872,239 across 115 Banks - Regional names. OZK ranks #59 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	74,358	$18,308,426
2	SFBS	ServisFirst Bancshares, Inc.	304,928	$13,226,252
3	TFC	Truist Financial Corp	253,065	$12,607,698
4	CFG	Citizens Financial Group Inc/Ri	160,994	$11,280,849
5	RF	Regions Financial Corp	314,859	$9,508,741
6	USB	US Bancorp \De\	115,430	$6,971,972
7	FHN	First Horizon Corp	240,924	$6,177,291
8	FITB	Fifth Third Bancorp	105,051	$5,921,724

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,285	5,304	+724.9%	Shares	Sole	2026-08-12
2026-03-31	$29,507	643	+0.8%	Shares	Sole	2026-06-03
2025-12-31	$29,360	638	+1.3%	Shares	Sole	2026-02-18
2025-09-30	$32,117	630	+0.6%	Shares	Sole	2025-11-17
2025-06-30	$29,459	626	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$26,982	621	-4.2%	Shares	Sole	2025-05-15
2024-12-31	$28,855	648	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$27,642	643	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$26,199	639	-14.5%	Shares	Sole	2024-08-16
2024-03-31	$33,958	747	-36.5%	Shares	Sole	2024-05-14
2023-12-31	$58,649	1,177	+4.9%	Shares	Sole	2024-02-13
2023-09-30	$41,592	1,122	-96.1%	Shares	Sole	2023-11-14
2023-06-30	$1,141,066	28,413	+4.1%	Shares	Sole	2023-08-14
2023-03-31	$933,147	27,285	-3.1%	Shares	Sole	2023-05-12
2022-12-31	$96,696	28,167	+25.8%	Shares	Sole	2023-02-14
2022-09-30	$885,946	22,395	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.