Position in OZK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$20,367
+$17,564 QoQ
Shares Held
391
+610.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 523 holders
Holding Since
Sep 2025
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $648,121 across 43 Banks - Regional names. OZK ranks #15 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
892 | $44,439 | |
| 2 | USB |
US Bancorp \De\
|
616 | $37,206 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
424 | $29,709 | |
| 4 | FNB |
Fnb Corp/Pa/
|
1,510 | $28,810 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
415 | $28,713 | |
| 6 | FHB |
First Hawaiian, Inc.
|
933 | $27,336 | |
| 7 | MTB |
M&T Bank Corp
|
109 | $25,943 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
2,438 | $23,356 |
All Filings in OZK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,367 | 391 | Shares | Sole | 2026-07-08 | |
| 2025-09-30 | $2,803 | 55 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||