Position in OZK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$545,642
+$57,648 QoQ
Shares Held
10,475
-1.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#293
of 523 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. OZK ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
54,542 | $3,294,336 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
13,564 | $893,596 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,459 | $835,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,044 | $749,493 | |
| 5 | OZK |
Bank OZK
This page
|
10,475 | $545,642 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,164 | $516,574 | |
| 7 | RF |
Regions Financial Corp
|
9,509 | $287,171 |
All Filings in OZK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,642 | 10,475 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $487,994 | 10,634 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $294,666 | 6,403 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $312,252 | 6,125 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $300,054 | 6,376 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,362 | 5,624 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $223,941 | 5,029 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $218,819 | 5,090 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||