Position in OZK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$808,801
+$102,922 QoQ
Shares Held
15,527
+0.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#257
of 523 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Unison Advisors LLC holds $19,248,866 across 13 Banks - Regional names. OZK ranks #12 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
108,021 | $6,089,143 | |
| 2 | BPOP |
Popular, Inc.
|
9,987 | $1,639,665 | |
| 3 | OFG |
Ofg Bancorp
|
31,022 | $1,522,249 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
13,581 | $1,341,259 | |
| 5 | PFBC |
Preferred Bank
|
10,831 | $1,150,902 | |
| 6 | QCRH |
Qcr Holdings Inc
|
11,566 | $1,125,950 | |
| 7 | EWBC |
East West Bancorp Inc
|
8,704 | $1,123,599 | |
| 8 | HAFC |
Hanmi Financial Corp
|
32,868 | $1,064,923 |
All Filings in OZK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,801 | 15,527 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $705,879 | 15,382 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $701,436 | 15,242 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $769,747 | 15,099 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $704,582 | 14,972 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $643,537 | 14,811 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $654,234 | 14,692 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $625,977 | 14,561 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $591,343 | 14,423 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $649,941 | 14,297 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $707,137 | 14,191 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $520,981 | 14,054 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $559,549 | 13,933 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $471,789 | 13,795 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $547,059 | 13,656 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $537,106 | 13,577 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $382,693 | 10,197 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $432,337 | 10,125 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $468,231 | 10,063 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $429,757 | 9,999 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $418,775 | 9,933 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $403,066 | 9,867 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $306,070 | 9,788 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $206,228 | 9,673 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $224,420 | 9,562 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||