Position in OZK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$200,906
+$121,338 QoQ
Shares Held
4,378
+153.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 53.768844221105525.ToString("F0")%
Shared 0.ToString("F0")%
None 46.231155778894475.ToString("F0")%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Covestor Ltd holds $3,224,005 across 231 Banks - Regional names. OZK ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNA |
Chain Bridge Bancorp Inc
|
6,039 | $210,761 | |
| 2 | OZK |
Bank OZK
This page
|
4,378 | $200,906 | |
| 3 | TFSL |
TFS Financial CORP
|
9,249 | $129,948 | |
| 4 | BVFL |
BV Financial, Inc.
|
4,817 | $92,197 | |
| 5 | BOH |
Bank Of Hawaii Corp
|
1,136 | $84,348 | |
| 6 | FHB |
First Hawaiian, Inc.
|
3,377 | $83,209 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
2,959 | $82,496 | |
| 8 | CVBF |
Cvb Financial Corp
|
4,193 | $81,302 |
All Filings in OZK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,906 | 4,378 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $79,568 | 1,729 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $88,807 | 1,742 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,988 | 531 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,073 | 485 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,771 | 444 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,915 | 440 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $17,999 | 439 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,775 | 435 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,267 | 487 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $50,341 | 1,358 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,352 | 1,453 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,310 | 243 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,894 | 247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,929 | 251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,606 | 1,455 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $38,259 | 896 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,615 | 572 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||