Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,938
+$177,310 QoQ
Shares Held
7,985
+53.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#314
of 523 holders
Holding Since
Jun 2020
7 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, 2026Aigen Investment Management, LP holds $14,174,866 across 41 Banks - Regional names. OZK ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
13,483 | $1,392,254 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
13,586 | $951,971 | |
| 3 | WTFC |
Wintrust Financial Corp
|
3,377 | $542,751 | |
| 4 | BHRB |
Burke & Herbert Financial Services Corp.
|
6,931 | $498,061 | |
| 5 | USB |
US Bancorp De
|
8,236 | $497,454 | |
| 6 | BANC |
Banc Of California, Inc.
|
20,727 | $423,452 | |
| 7 | OZK |
Bank OZK
This page
|
7,985 | $415,938 | |
| 8 | NBTB |
Nbt Bancorp Inc
|
8,196 | $404,636 |
All Filings in OZK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,938 | 7,985 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $238,628 | 5,200 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $208,406 | 4,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $471,211 | 10,013 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $335,756 | 7,540 | Shares | Sole | 2025-02-06 | |
| 2024-03-31 | $209,116 | 4,600 | Shares | Sole | 2024-05-14 | |
| 2020-06-30 | $229,959 | 9,798 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||