Position in OZK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,313
+$4,120 QoQ
Shares Held
102
+292.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 523 holders
Holding Since
Dec 2024
4 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, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. OZK ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp \De\
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
776 | $35,564 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,313 | 102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,193 | 26 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $477 | 11 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,380 | 31 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||