Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,562
+$186 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 523 holders
Holding Since
Mar 2023
14 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, 2026Prestige Wealth Management Group LLC holds $513,950 across 41 Banks - Regional names. OZK ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
6,302 | $190,320 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
380 | $93,562 | |
| 3 | CHCO |
City Holding Co
|
314 | $41,648 | |
| 4 | VLY |
Valley National Bancorp
|
2,300 | $33,695 | |
| 5 | TFC |
Truist Financial Corp
|
364 | $18,133 | |
| 6 | MTB |
M&T Bank Corp
|
63 | $14,994 | |
| 7 | USB |
US Bancorp De
|
243 | $14,677 | |
| 8 | FITB |
Fifth Third Bancorp
|
256 | $14,430 |
All Filings in OZK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,562 | 30 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,376 | 30 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,380 | 30 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,529 | 30 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,411 | 30 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,303 | 30 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,335 | 30 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,289 | 30 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,230 | 30 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,363 | 30 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $1,494 | 30 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,112 | 30 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $1,204 | 30 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $1,026 | 30 | Shares | Other | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||