Position in OZK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$629,976
+$253,678 QoQ
Shares Held
12,094
+47.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 523 holders
Holding Since
Sep 2025
4 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, 2026HUB Investment Partners, LLC holds $16,088,517 across 32 Banks - Regional names. OZK ranks #10 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMK |
Trustmark Corp
|
31,636 | $1,455,572 | |
| 2 | TFC |
Truist Financial Corp
|
23,725 | $1,181,979 | |
| 3 | USB |
US Bancorp \De\
|
19,421 | $1,173,028 | |
| 4 | HWC |
Hancock Whitney Corp
|
14,560 | $1,087,923 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,777 | $929,972 | |
| 6 | MTB |
M&T Bank Corp
|
3,127 | $744,257 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,235 | $708,159 | |
| 8 | RF |
Regions Financial Corp
|
21,820 | $658,964 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,976 | 12,094 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $376,298 | 8,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,061 | 5,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $293,950 | 5,766 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||