Position in OZK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$26,045
+$3,100 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 523 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,027,744 across 11 Banks - Regional names. OZK ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
9,988 | $699,859 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
462 | $113,753 | |
| 3 | MTB |
M&T Bank Corp
|
346 | $82,351 | |
| 4 | 4,878 | $71,852 | |||
| 5 | OZK |
Bank OZK
This page
|
500 | $26,045 | |
| 6 | INDB |
Independent Bank Corp
|
128 | $10,716 | |
| 7 | SSB |
SouthState Bank Corp
|
88 | $8,791 | |
| 8 | TFC |
Truist Financial Corp
|
155 | $7,722 |
All Filings in OZK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,045 | 500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $22,945 | 500 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $23,010 | 500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $25,490 | 500 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,530 | 500 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||