Position in OZK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,947,280
-$392,146 QoQ
Shares Held
37,383
-26.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#167
of 523 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TECTONIC ADVISORS LLC holds $20,063,019 across 8 Banks - Regional names. OZK ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
80,494 | $8,120,234 | |
| 2 | BANC |
Banc Of California, Inc.
|
124,201 | $2,537,426 | |
| 3 | TCBI |
Texas Capital Bancshares Inc/Tx
|
21,230 | $2,192,209 | |
| 4 | TFIN |
Triumph Financial, Inc.
|
28,623 | $2,184,221 | |
| 5 | OZK |
Bank OZK
This page
|
37,383 | $1,947,280 | |
| 6 | BWB |
Bridgewater Bancshares Inc
|
75,122 | $1,580,566 | |
| 7 | PB |
Prosperity Bancshares Inc
|
10,322 | $753,815 | |
| 8 | RF |
Regions Financial Corp
|
24,744 | $747,268 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947,280 | 37,383 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $2,339,426 | 50,979 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $2,985,869 | 64,882 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $773,162 | 15,166 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||