Position in OZK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$520
-$783 QoQ
Shares Held
10
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 523 holders
Holding Since
Dec 2021
9 quarters on record
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,457,278 across 55 Banks - Regional names. OZK ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
12,776 | $720,183 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
59,566 | $486,654 | |
| 3 | TFC |
Truist Financial Corp
|
8,363 | $416,644 | |
| 4 | HDB |
Hdfc Bank Ltd
|
11,592 | $299,421 | |
| 5 | USB |
US Bancorp \De\
|
3,633 | $219,433 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
6,300 | $174,762 | |
| 7 | MNSB |
MainStreet Bancshares, Inc.
|
6,257 | $154,485 | |
| 8 | MTB |
M&T Bank Corp
|
570 | $135,665 |
All Filings in OZK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520 | 10 | Shares | Sole | 2026-07-15 | |
| 2025-03-31 | $1,303 | 30 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,140 | 340 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,014 | 326 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,284 | 324 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,729 | 324 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,546 | 312 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,973 | 323 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $4,327 | 93 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||