Cetera Investment Advisers

Position in OZK — Bank OZK

CIK 1666741 SCHAUMBURG, IL

Position in OZK

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

Position Value

$2,356,343

+$393,399 QoQ

Shares Held

45,236

+5.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#150

of 523 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. OZK ranks #33 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	246,565	$60,709,234
2	USB	US Bancorp \De\	830,198	$50,143,959
3	TFC	Truist Financial Corp	787,177	$39,217,158
4	FITB	Fifth Third Bancorp	426,011	$24,014,240
5	MTB	M&T Bank Corp	85,035	$20,239,180
6	RF	Regions Financial Corp	505,213	$15,257,432
7	HBAN	Huntington Bancshares Inc /Md/	832,618	$14,762,317
8	CFG	Citizens Financial Group Inc/Ri	163,364	$11,446,915

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,356,343	45,236	+5.8%	Shares	Sole	2026-08-12
2026-03-31	$1,962,944	42,775	+3.2%	Shares	Sole	2026-05-13
2025-12-31	$1,906,608	41,430	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$2,163,948	42,447	+14.9%	Shares	Sole	2025-11-14
2025-06-30	$1,738,255	36,937	-4.8%	Shares	Sole	2025-08-08
2025-03-31	$1,685,773	38,798	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$1,723,845	38,712	+19.4%	Shares	Sole	2025-02-14
2024-09-30	$1,394,208	32,431	+7.0%	Shares	Sole	2024-11-13
2024-06-30	$1,242,382	30,302	+28.8%	Shares	Sole	2024-08-22
2024-03-31	$1,069,582	23,528	—	Shares	Sole	2024-05-24
No filing history on record for this holder in this stock.