Position in OZK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$240,499
+$26,030 QoQ
Shares Held
4,617
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#375
of 523 holders
Holding Since
Dec 2023
6 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, 2026Impact Partnership Wealth, LLC holds $5,959,871 across 15 Banks - Regional names. OZK ranks #11 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
17,231 | $1,040,752 | |
| 2 | TFC |
Truist Financial Corp
|
14,664 | $730,560 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,867 | $551,240 | |
| 4 | KEY |
Keycorp /New/
|
21,331 | $491,679 | |
| 5 | MTB |
M&T Bank Corp
|
2,047 | $487,206 | |
| 6 | MBIN |
Merchants Bancorp
|
7,319 | $365,950 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,220 | $315,318 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
4,460 | $308,587 |
All Filings in OZK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,499 | 4,617 | Shares | Sole | 2026-07-29 | |
| 2025-03-31 | $214,469 | 4,936 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $291,003 | 6,535 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $282,659 | 6,575 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $205,328 | 5,008 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $231,709 | 4,650 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||