Position in OZK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,356
+$2,542 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 523 holders
Holding Since
Mar 2022
18 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, 2026Key Financial Inc holds $5,857,396 across 33 Banks - Regional names. OZK ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
48,205 | $2,365,901 | |
| 2 | MRBK |
Meridian Corp
|
59,366 | $1,189,100 | |
| 3 | FULT |
Fulton Financial Corp
|
44,833 | $1,084,510 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,314 | $323,533 | |
| 5 | BWFG |
Bankwell Financial Group, Inc.
|
2,900 | $170,375 | |
| 6 | USB |
US Bancorp \De\
|
1,828 | $110,411 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,040 | $104,915 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
1,830 | $83,868 |
All Filings in OZK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,356 | 410 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,814 | 410 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,868 | 410 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,901 | 410 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,294 | 410 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,814 | 410 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,257 | 410 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,625 | 410 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $16,810 | 410 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,638 | 410 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,430 | 410 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $15,198 | 410 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $16,465 | 410 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,054 | 294 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,777 | 294 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $11,630 | 294 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $11,033 | 294 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $12,553 | 294 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||