Position in OZK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,175,695
+$355,193 QoQ
Shares Held
41,768
+5.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#15
of 101 holders
Holding Since
Mar 2020
21 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, 2026Sowell Financial Services LLC holds $11,712,702 across 19 Banks - Regional names. OZK ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
This page
|
41,768 | $2,175,695 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
62,697 | $2,009,438 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,278 | $1,137,724 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,538 | $1,117,346 | |
| 5 | USB |
US Bancorp \De\
|
16,125 | $973,950 | |
| 6 | TFC |
Truist Financial Corp
|
12,328 | $614,180 | |
| 7 | RF |
Regions Financial Corp
|
17,156 | $518,111 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
5,978 | $418,878 |
All Filings in OZK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,695 | 41,768 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,820,502 | 39,671 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,882,862 | 40,914 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,065,250 | 40,511 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,914,494 | 40,682 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $356,594 | 8,207 | Shares | Sole | 2025-04-17 | |
| 2023-12-31 | $526,852 | 10,573 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $383,192 | 10,337 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $499,349 | 12,434 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $451,576 | 13,204 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $635,311 | 15,859 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $660,533 | 16,697 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $634,819 | 16,915 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $781,471 | 16,795 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $559,685 | 13,022 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $548,754 | 13,016 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $905,236 | 22,160 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $781,030 | 24,977 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $364,102 | 17,078 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $472,990 | 20,153 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $345,456 | 20,686 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||