Position in OZK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$348,221
New position
Shares Held
6,685
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#334
of 523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Krilogy Financial LLC holds $19,112,579 across 29 Banks - Regional names. OZK ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,215 | $4,238,677 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
26,853 | $1,881,589 | |
| 3 | USB |
US Bancorp De
|
18,171 | $1,097,528 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
10,147 | $1,023,629 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,126 | $873,526 | |
| 6 | WAL |
Western Alliance Bancorporation
|
9,818 | $807,039 | |
| 7 | PB |
Prosperity Bancshares Inc
|
10,324 | $753,961 | |
| 8 | EWBC |
East West Bancorp Inc
|
5,738 | $740,718 |
All Filings in OZK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,221 | 6,685 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||