Position in OZK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$86,834
+$64,807 QoQ
Shares Held
1,667
+247.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#412
of 523 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $6,702,735 across 223 Banks - Regional names. OZK ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
71,568 | $2,793,298 | |
| 2 | UMBF |
Umb Financial Corp
|
10,063 | $1,436,593 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,181 | $235,682 | |
| 4 | KEY |
Keycorp /New/
|
9,314 | $214,687 | |
| 5 | FIBK |
First Interstate Bancsystem Inc
|
3,000 | $115,679 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,436 | $100,620 | |
| 7 | FHB |
First Hawaiian, Inc.
|
3,382 | $99,092 | |
| 8 | SBFG |
Sb Financial Group, Inc.
|
3,794 | $95,874 |
All Filings in OZK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,834 | 1,667 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $22,027 | 480 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $782 | 17 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $47,257 | 927 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $800 | 17 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,260 | 29 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,291 | 29 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,461 | 34 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,394 | 34 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,545 | 34 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $1,793 | 36 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,075 | 29 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $1,004 | 25 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $855 | 25 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,402 | 35 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $1,226 | 31 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $213 | 5 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||