Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$873,966
+$105,722 QoQ
Shares Held
16,778
+0.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 523 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $28,481,644 across 18 Banks - Regional names. OZK ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,982 | $2,211,548 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
49,668 | $2,154,349 | |
| 5 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 8 | OZK |
Bank OZK
This page
|
16,778 | $873,966 |
All Filings in OZK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,966 | 16,778 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $768,244 | 16,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $753,945 | 16,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $857,279 | 16,816 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $780,490 | 16,585 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $730,133 | 16,804 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $751,844 | 16,884 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $687,324 | 15,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $590,851 | 14,411 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||