HB Wealth Management, LLC

Position in OZK — Bank OZK

CIK 1911253 Atlanta, GA

Position in OZK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$553,977

+$308,466 QoQ

Shares Held

10,635

+98.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#291

of 523 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. OZK ranks #34 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	252,376	$15,243,510
2	PNC	Pnc Financial Services Group, Inc.	55,497	$13,664,471
3	FITB	Fifth Third Bancorp	127,438	$7,183,680
4	TFC	Truist Financial Corp	136,250	$6,787,975
5	RF	Regions Financial Corp	123,329	$3,724,535
6	TRMK	Trustmark Corp	67,330	$3,097,853
7	CFG	Citizens Financial Group Inc/Ri	36,686	$2,570,588
8	HBAN	Huntington Bancshares Inc /Md/	125,261	$2,220,877

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,977	10,635	+98.8%	Shares	Sole	2026-07-29
2026-03-31	$245,511	5,350	-19.0%	Shares	Sole	2026-04-27
2024-03-31	$300,354	6,607	+3.9%	Shares	Sole	2024-04-30
2023-12-31	$316,819	6,358	+2.6%	Shares	Sole	2024-01-16
2023-09-30	$229,648	6,195	0.0%	Shares	Sole	2023-10-13
2023-06-30	$248,791	6,195	+4.6%	Shares	Sole	2023-07-13
2023-03-31	$202,498	5,921	-3.7%	Shares	Sole	2023-04-13
2022-12-31	$246,208	6,146	+9.8%	Shares	Sole	2023-01-20
2022-09-30	$221,536	5,600	-0.1%	Shares	Sole	2022-10-19
2022-06-30	$210,355	5,605	+0.2%	Shares	Sole	2022-07-15
2022-03-31	$238,778	5,592	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$262,103	5,633	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.