Naviter Wealth, LLC

Position in OZK — Bank OZK

CIK 1855567 LITTLE ROCK, AR

Position in OZK

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$2,464,476

+$562,976 QoQ

Shares Held

53,704

+30.0% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Naviter Wealth, LLC holds $12,374,823 across 9 Banks - Regional names. OZK ranks #1 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK This page	53,704	$2,464,476
2	MFG	Mizuho Financial Group Inc	269,268	$2,137,987
3	LYG	Lloyds Banking Group plc	367,861	$1,850,340
4	HDB	Hdfc Bank Ltd	70,968	$1,765,683
5	IBN	Icici Bank Ltd	55,081	$1,426,597
6	NWG	NatWest Group plc	54,129	$806,522
7	SFNC	Simmons First National Corp	39,461	$767,516
8	ITUB	Itau Unibanco Holding S.A.	78,193	$655,257

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,464,476	53,704	+30.0%	Shares	Sole	2026-04-10
2025-12-31	$1,901,500	41,319	0.0%	Shares	Sole	2026-01-21
2025-09-30	$2,106,442	41,319	+31.4%	Shares	Sole	2025-11-06
2025-06-30	$1,480,366	31,457	0.0%	Shares	Sole	2025-07-28
2025-03-31	$1,366,806	31,457	-24.1%	Shares	Sole	2025-04-25
2024-12-31	$1,846,080	41,457	-19.4%	Shares	Sole	2025-02-07
2024-09-30	$2,212,136	51,457	0.0%	Shares	Sole	2024-10-16
2024-06-30	$2,109,737	51,457	0.0%	Shares	Sole	2024-08-02
2024-03-31	$2,339,235	51,457	+50.2%	Shares	Sole	2024-04-18
2023-12-31	$1,707,424	34,265	-17.4%	Shares	Sole	2024-02-05
2023-09-30	$1,538,590	41,505	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,666,840	41,505	+315.1%	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.