Position in OZK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$37,504
+$4,739 QoQ
Shares Held
720
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#428
of 523 holders
Holding Since
Sep 2020
8 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. OZK ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in OZK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,504 | 720 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $32,765 | 714 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $33,364 | 725 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $35,686 | 700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $32,942 | 700 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $30,415 | 700 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $26,271 | 700 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $14,924 | 700 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||