Position in OZK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$922,149
+$130,731 QoQ
Shares Held
17,703
+2.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 523 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $197,443,699 across 96 Banks - Regional names. OZK ranks #43 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
61,675 | $15,185,618 | |
| 2 | FITB |
Fifth Third Bancorp
|
197,296 | $11,121,575 | |
| 3 | KB |
KB Financial Group Inc.
|
104,010 | $10,916,889 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
156,865 | $9,921,711 | |
| 5 | USB |
US Bancorp \De\
|
161,620 | $9,761,848 | |
| 6 | WF |
Woori Financial Group Inc.
|
165,355 | $9,491,377 | |
| 7 | IBN |
Icici Bank Ltd
|
316,166 | $9,178,298 | |
| 8 | TFC |
Truist Financial Corp
|
149,966 | $7,471,306 |
All Filings in OZK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,149 | 17,703 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $791,418 | 17,246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $678,472 | 14,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $801,609 | 15,724 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $694,840 | 14,765 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $705,975 | 16,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $714,127 | 16,037 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $657,532 | 15,295 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $544,644 | 13,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $468,965 | 10,316 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $685,013 | 13,747 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $355,390 | 9,587 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $780,991 | 19,447 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $586,461 | 17,148 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||