Position in OZK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,563,380
+$41,039 QoQ
Shares Held
34,068
+3.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Focus Partners Advisor Solutions, LLC holds $42,138,178 across 42 Banks - Regional names. OZK ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
41,509 | $8,637,607 | |
| 2 | NBHC |
National Bank Holdings Corp
|
109,060 | $4,270,789 | |
| 3 | USB |
US Bancorp \De\
|
67,128 | $3,491,327 | |
| 4 | UMBF |
Umb Financial Corp
|
28,082 | $3,167,368 | |
| 5 | TFC |
Truist Financial Corp
|
42,256 | $1,942,508 | |
| 6 | FHN |
First Horizon Corp
|
74,629 | $1,698,556 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
27,793 | $1,666,746 | |
| 8 | OZK |
Bank OZK
This page
|
34,068 | $1,563,380 |
All Filings in OZK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,563,380 | 34,068 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,522,341 | 33,080 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,057,552 | 40,360 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,983,908 | 42,157 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,742,779 | 40,110 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,706,701 | 38,327 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $1,632,760 | 37,980 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,553,572 | 37,892 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,704,295 | 37,490 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,821,585 | 36,556 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,354,982 | 36,552 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,468,048 | 36,555 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||