Farther Finance Advisors, LLC

Position in OZK — Bank OZK

CIK 1992825 SAN FRANCISCO, CA

Position in OZK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$363,744

+$137,231 QoQ

Shares Held

6,983

+41.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 523 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $56,195,537 across 282 Banks - Regional names. OZK ranks #28 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	33,610	$8,275,454
2	USB	US Bancorp \De\	114,749	$6,930,839
3	FITB	Fifth Third Bancorp	51,404	$2,897,643
4	TFC	Truist Financial Corp	58,090	$2,894,043
5	FCAP	First Capital Inc	37,628	$2,432,273
6	VABK	Virginia National Bankshares Corp	45,545	$2,021,287
7	UMBF	Umb Financial Corp	13,540	$1,932,970
8	CFG	Citizens Financial Group Inc/Ri	25,978	$1,820,278

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,744	6,983	+41.5%	Shares	Sole	2026-07-17
2026-03-31	$226,513	4,936	+30.3%	Shares	Sole	2026-04-07
2025-12-31	$174,369	3,789	+66.2%	Shares	Sole	2026-01-23
2025-09-30	$116,234	2,280	+48.5%	Shares	Sole	2025-10-14
2025-06-30	$72,237	1,535	+1137.9%	Shares	Sole	2025-07-11
2025-03-31	$5,387	124	-13.3%	Shares	Sole	2025-04-14
2024-12-31	$6,367	143	-23.9%	Shares	Sole	2025-02-10
2024-09-30	$8,082	188	+9.9%	Shares	Sole	2024-10-29
2024-06-30	$7,011	171	+1215.4%	Shares	Sole	2024-07-31
2024-03-31	$590	13	0.0%	Shares	Sole	2024-05-14
2023-12-31	$647	13	0.0%	Shares	Sole	2024-02-15
2023-09-30	$481	13	0.0%	Shares	Sole	2023-11-14
2023-06-30	$522	13	0.0%	Shares	Sole	2024-05-14
2023-03-31	$444	13	+62.5%	Shares	Sole	2024-05-14
2022-12-31	$320	8	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.