Position in OZK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,729
+$682 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 523 holders
Holding Since
Dec 2025
3 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, 2026Carolina Wealth Advisors, LLC holds $930,060 across 6 Banks - Regional names. OZK ranks #4 (0.6% of the industry book) .
All Filings in OZK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,729 | 110 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,047 | 110 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,062 | 110 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||