Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,882
+$104,511 QoQ
Shares Held
5,853
+34.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 523 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $165,903,348 across 87 Banks - Regional names. OZK ranks #71 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
122,019 | $30,043,518 | |
| 2 | TFC |
Truist Financial Corp
|
295,323 | $14,712,991 | |
| 3 | FITB |
Fifth Third Bancorp
|
257,895 | $14,537,541 | |
| 4 | USB |
US Bancorp \De\
|
217,618 | $13,144,127 | |
| 5 | RF |
Regions Financial Corp
|
385,473 | $11,641,284 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
51,168 | $3,585,341 | |
| 7 | EWBC |
East West Bancorp Inc
|
27,706 | $3,576,567 | |
| 8 | NWG |
NatWest Group plc
|
193,292 | $3,407,737 |
All Filings in OZK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,882 | 5,853 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $200,371 | 4,354 | Shares | Sole | 2026-01-29 | |
| 2024-12-31 | $1,146,246 | 25,741 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,012,758 | 23,558 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,291,541 | 31,501 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||