Position in OZK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$260,293
+$58,836 QoQ
Shares Held
4,997
+13.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 523 holders
Holding Since
Dec 2024
7 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, 2026Wedmont Private Capital holds $18,097,819 across 25 Banks - Regional names. OZK ranks #21 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
27,718 | $1,674,167 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,213 | $1,529,764 | |
| 3 | FITB |
Fifth Third Bancorp
|
26,825 | $1,512,125 | |
| 4 | FHN |
First Horizon Corp
|
46,221 | $1,185,106 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
16,384 | $1,148,026 | |
| 6 | MTB |
M&T Bank Corp
|
4,405 | $1,048,434 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
14,827 | $1,025,880 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,957 | $903,582 |
All Filings in OZK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,293 | 4,997 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $201,457 | 4,390 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $200,417 | 4,355 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $211,668 | 4,152 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $195,110 | 4,146 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $228,938 | 5,269 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $216,193 | 4,855 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||