Position in OZK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$225,549
New position
Shares Held
4,330
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#385
of 523 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Optas, LLC holds $4,302,304 across 16 Banks - Regional names. OZK ranks #12 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,638 | $389,860 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
166 | $345,410 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,388 | $341,752 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
4,698 | $329,188 | |
| 5 | WTFC |
Wintrust Financial Corp
|
1,919 | $308,421 | |
| 6 | USB |
US Bancorp \De\
|
4,967 | $300,006 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,177 | $291,826 | |
| 8 | KB |
KB Financial Group Inc.
|
2,610 | $273,945 |
All Filings in OZK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,549 | 4,330 | Shares | Other | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||