Position in OZK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,011,194
+$1,385,109 QoQ
Shares Held
38,610
+214.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#163
of 523 holders
Holding Since
Mar 2023
4 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, 2026Oak Thistle LLC holds $29,983,005 across 18 Banks - Regional names. OZK ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
15,606 | $3,714,384 | |
| 2 | EWBC |
East West Bancorp Inc
|
23,697 | $3,059,045 | |
| 3 | WAL |
Western Alliance Bancorporation
|
33,545 | $2,757,399 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
137,151 | $2,431,687 | |
| 5 | NU |
Nu Holdings Ltd.
|
179,877 | $2,403,156 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
20,513 | $2,069,351 | |
| 7 | OZK |
Bank OZK
This page
|
38,610 | $2,011,194 | |
| 8 | WTFC |
Wintrust Financial Corp
|
10,408 | $1,672,773 |
All Filings in OZK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,011,194 | 38,610 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $626,085 | 12,281 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $638,792 | 13,574 | Shares | Sole | 2025-08-08 | |
| 2023-03-31 | $350,994 | 10,263 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||