Position in OZK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,484,290
-$230,536 QoQ
Shares Held
75,927
-5.9% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Inspire Advisors, LLC holds $31,480,988 across 21 Banks - Regional names. OZK ranks #1 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
This page
|
75,927 | $3,484,290 | |
| 2 | RF |
Regions Financial Corp
|
109,237 | $2,853,270 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
102,164 | $2,802,358 | |
| 4 | FRME |
First Merchants Corp
|
71,916 | $2,785,306 | |
| 5 | RBCAA |
Republic Bancorp Inc /Ky/
|
39,141 | $2,761,397 | |
| 6 | SFNC |
Simmons First National Corp
|
141,890 | $2,759,760 | |
| 7 | BKU |
BankUnited, Inc.
|
60,868 | $2,748,798 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
76,855 | $2,746,797 |
All Filings in OZK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,484,290 | 75,927 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,714,826 | 80,722 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,823,245 | 74,995 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,697,080 | 78,561 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $636,108 | 14,640 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||