Position in OZK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,497
-$7,606 QoQ
Shares Held
98
-62.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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 Mar 31, 2026CBIZ Investment Advisory Services, LLC holds $437,855 across 8 Banks - Regional names. OZK ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKBK |
Parke Bancorp, Inc.
|
12,567 | $356,902 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
298 | $62,010 | |
| 3 | HOMB |
Home Bancshares Inc
|
191 | $5,143 | |
| 4 | OZK |
Bank OZK
This page
|
98 | $4,497 | |
| 5 | USB |
US Bancorp De
|
73 | $3,796 | |
| 6 | TFC |
Truist Financial Corp
|
55 | $2,528 | |
| 7 | RF |
Regions Financial Corp
|
74 | $1,932 | |
| 8 | WSFS |
Wsfs Financial Corp
|
16 | $1,047 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,497 | 98 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,103 | 263 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,996 | 98 | Shares | Sole | 2025-11-06 | |
| 2024-03-31 | $18,002 | 396 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||