Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,457,866
+$682,153 QoQ
Shares Held
47,185
+21.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#148
of 523 holders
Holding Since
Mar 2020
20 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, 2026Neo Ivy Capital Management holds $9,294,459 across 8 Banks - Regional names. OZK ranks #3 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFNC |
Simmons First National Corp
|
186,258 | $4,218,743 | |
| 2 | CVBF |
Cvb Financial Corp
|
110,959 | $2,502,125 | |
| 3 | OZK |
Bank OZK
This page
|
47,185 | $2,457,866 | |
| 4 | TFSL |
TFS Financial CORP
|
3,117 | $55,233 | |
| 5 | USB |
US Bancorp De
|
623 | $37,629 | |
| 6 | RNST |
Renasant Corp
|
387 | $16,462 | |
| 7 | BBT |
Beacon Financial Corp
|
152 | $4,628 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
46 | $1,773 |
All Filings in OZK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457,866 | 47,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,775,713 | 38,695 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $799,135 | 17,946 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,417,499 | 56,234 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,703,448 | 90,328 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $212,873 | 4,272 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,318,060 | 35,556 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,188,776 | 29,601 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $480,720 | 12,000 | Shares | Sole | 2023-03-27 | |
| 2022-09-30 | $357,543 | 9,038 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $358,936 | 9,564 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $944,865 | 22,128 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $565,711 | 12,158 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $813,181 | 18,920 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $496,939 | 11,787 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $832,686 | 20,384 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $439,875 | 14,067 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $275,369 | 12,916 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $444,052 | 18,920 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $427,837 | 25,619 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||