Position in OZK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,223,016
+$389,493 QoQ
Shares Held
61,874
+0.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#133
of 523 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $6,963,803 across 8 Banks - Regional names. OZK ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
This page
|
61,874 | $3,223,016 | |
| 2 | USB |
US Bancorp De
|
16,397 | $990,378 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,766 | $927,264 | |
| 4 | HOMB |
Home Bancshares Inc
|
23,553 | $672,438 | |
| 5 | TFC |
Truist Financial Corp
|
9,031 | $449,924 | |
| 6 | SSB |
SouthState Bank Corp
|
2,555 | $255,244 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
5,269 | $222,931 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
6,695 | $222,608 |
All Filings in OZK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,223,016 | 61,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,833,523 | 61,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,843,759 | 61,794 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,152,501 | 61,838 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,907,131 | 61,775 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,682,038 | 61,727 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,751,642 | 61,793 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,658,329 | 61,836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,531,750 | 61,750 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,268,848 | 65,600 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,431,347 | 65,588 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $263,887 | 7,716 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||