Position in OZK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,474,615
+$76,347 QoQ
Shares Held
28,309
-7.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#192
of 523 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $153,262,449 across 102 Banks - Regional names. OZK ranks #32 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
46,858 | $11,537,376 | |
| 2 | USB |
US Bancorp De
|
182,024 | $10,994,249 | |
| 3 | TFC |
Truist Financial Corp
|
139,730 | $6,961,348 | |
| 4 | EWBC |
East West Bancorp Inc
|
38,955 | $5,028,700 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
42,008 | $4,237,767 | |
| 6 | MTB |
M&T Bank Corp
|
17,602 | $4,189,452 | |
| 7 | 45,872 | $3,505,538 | |||
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
197,096 | $3,494,512 |
All Filings in OZK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,615 | 28,309 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,398,268 | 30,470 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,504,531 | 32,693 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,697,226 | 33,292 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,665,171 | 35,384 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,569,935 | 36,132 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,648,367 | 37,017 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,663,713 | 38,700 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,809,248 | 44,128 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,170,760 | 47,751 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,433,747 | 48,841 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,807,681 | 48,764 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,122,215 | 52,844 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,914,139 | 55,969 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,268,157 | 56,619 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,252,229 | 56,932 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,373,359 | 63,239 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,760,939 | 64,659 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,950,606 | 63,413 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||