Azimuth Capital Investment Management LLC
Position in OZK — Bank OZK
CIK 1942364
BLOOMFIELD HILLS, MI
Position in OZK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$245,511
+$6,207 QoQ
Shares Held
5,350
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Azimuth Capital Investment Management LLC holds $19,581,689 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
63,769 | $15,701,203 | |
| 2 | FITB |
Fifth Third Bancorp
|
32,288 | $1,820,074 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
41,136 | $729,341 | |
| 4 | FHN |
First Horizon Corp
|
20,765 | $532,414 | |
| 5 | MBWM |
Mercantile Bank Corp
|
9,189 | $527,632 | |
| 6 | VLY |
Valley National Bancorp
|
18,500 | $271,025 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,511 | 5,350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,304 | 5,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,606 | 4,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,182 | 4,700 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||