Position in OZK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$781
+$93 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 523 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cromwell Holdings LLC holds $2,513,316 across 31 Banks - Regional names. OZK ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,222 | $300,880 | |
| 2 | USB |
US Bancorp \De\
|
4,833 | $291,912 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
30,429 | $291,509 | |
| 4 | LYG |
Lloyds Banking Group plc
|
41,924 | $244,416 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
6,166 | $208,164 | |
| 6 | TFC |
Truist Financial Corp
|
4,108 | $204,660 | |
| 7 | NWG |
NatWest Group plc
|
10,973 | $193,453 | |
| 8 | FITB |
Fifth Third Bancorp
|
3,269 | $184,273 |
All Filings in OZK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781 | 15 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $688 | 15 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $690 | 15 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $764 | 15 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $705 | 15 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $260 | 6 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||