Position in OZK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,797,441
+$332,965 QoQ
Shares Held
53,704
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#142
of 526 holders
Holding Since
Dec 2022
14 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, 2026Naviter Wealth, LLC holds $16,111,057 across 11 Banks - Regional names. OZK ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
338,599 | $3,243,778 | |
| 2 | OZK |
Bank OZK
This page
|
53,704 | $2,797,441 | |
| 3 | LYG |
Lloyds Banking Group plc
|
451,862 | $2,634,355 | |
| 4 | IBN |
Icici Bank Ltd
|
69,186 | $2,008,469 | |
| 5 | HDB |
Hdfc Bank Ltd
|
76,153 | $1,967,031 | |
| 6 | NWG |
NatWest Group plc
|
72,736 | $1,282,335 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
99,882 | $816,035 | |
| 8 | KB |
KB Financial Group Inc.
|
6,408 | $672,583 |
All Filings in OZK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,797,441 | 53,704 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,464,476 | 53,704 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,901,500 | 41,319 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,106,442 | 41,319 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,480,366 | 31,457 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,366,806 | 31,457 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,846,080 | 41,457 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,212,136 | 51,457 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,109,737 | 51,457 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,339,235 | 51,457 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,707,424 | 34,265 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,538,590 | 41,505 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,666,840 | 41,505 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $400,600 | 10,000 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||