Position in OZK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$270,086
+$32,239 QoQ
Shares Held
5,185
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#366
of 523 holders
Holding Since
Dec 2021
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, 2026Mendel Capital Management LLC holds $723,231 across 2 Banks - Regional names. OZK ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
15,872 | $453,145 | |
| 2 | OZK |
Bank OZK
This page
|
5,185 | $270,086 |
All Filings in OZK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,086 | 5,185 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $237,847 | 5,183 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $264,229 | 5,183 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $243,911 | 5,183 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,201 | 5,183 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $230,620 | 5,179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,290 | 5,194 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $233,659 | 5,699 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,803 | 5,605 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $283,532 | 5,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $207,629 | 5,601 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $225,498 | 5,615 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $224,936 | 5,615 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $222,089 | 5,614 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $210,655 | 5,613 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $239,632 | 5,612 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $261,079 | 5,611 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||