Simmons Bank

Bank

Position in OZK — Bank OZK

CIK 1674486 Pine Bluff, AR

Position in OZK

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$990,030

-$2,805 QoQ

Shares Held

21,574

0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 61.050338370260505.ToString("F0")% Shared 0.ToString("F0")% None 38.9496616297395.ToString("F0")%

Financial Services · as of Mar 31, 2026

Simmons Bank holds $40,660,084 across 8 Banks - Regional names. OZK ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFNC	Simmons First National Corp	1,327,365	$25,817,247
2	GSBC	Great Southern Bancorp, Inc.	119,791	$7,562,405
3	TFC	Truist Financial Corp	61,348	$2,820,167
4	USB	US Bancorp De	33,611	$1,748,107
5	CBSH	Commerce Bancshares Inc /Mo/	21,610	$1,063,212
6	OZK	Bank OZK This page	21,574	$990,030
7	SMBC	Southern Missouri Bancorp, Inc.	5,540	$354,227
8	RF	Regions Financial Corp	11,665	$304,689

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$990,030	21,574	0.0%	Shares	Sole	2026-04-23
2025-12-31	$992,835	21,574	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,099,842	21,574	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,015,272	21,574	0.0%	Shares	Sole	2025-08-06
2025-03-31	$937,390	21,574	0.0%	Shares	Sole	2025-04-29
2024-12-31	$960,690	21,574	0.0%	Shares	Sole	2025-02-05
2024-09-30	$927,466	21,574	-39.7%	Shares	Sole	2024-11-05
2024-06-30	$1,467,390	35,790	-9.0%	Shares	Sole	2024-07-26
2024-03-31	$1,788,851	39,350	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,960,810	39,350	-11.3%	Shares	Sole	2024-02-06
2023-09-30	$1,643,646	44,339	-1.7%	Shares	Sole	2023-10-26
2023-06-30	$1,812,099	45,122	-1.5%	Shares	Sole	2023-08-03
2023-03-31	$1,566,531	45,805	-6.4%	Shares	Sole	2023-04-28
2022-12-31	$1,959,655	48,918	+22.3%	Shares	Sole	2023-02-08
2022-09-30	$1,582,716	40,008	-0.2%	Shares	Sole	2022-10-27
2022-06-30	$1,505,253	40,108	0.0%	Shares	Sole	2022-07-29
2022-03-31	$1,712,611	40,108	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,866,225	40,108	0.0%	Shares	Sole	2022-01-28
2021-09-30	$1,723,841	40,108	+6.0%	Shares	Sole	2021-10-26
2021-06-30	$1,594,533	37,821	+195.4%	Shares	Sole	2021-08-05
2021-03-31	$523,043	12,804	0.0%	Shares	Sole	2021-05-06
2020-12-31	$400,381	12,804	+9.3%	Shares	Sole	2021-02-08
2020-09-30	$249,785	11,716	+0.9%	Shares	Sole	2020-11-13
2020-06-30	$272,627	11,616	-28.7%	Shares	Sole	2020-08-14
2020-03-31	$272,076	16,292	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.