Allen Mooney & Barnes Investment Advisors LLC
Position in OZK — Bank OZK
CIK 2001461
Thomasville, GA
Position in OZK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$568,822
+$67,704 QoQ
Shares Held
10,920
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#286
of 523 holders
Holding Since
Mar 2022
18 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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $6,277,592 across 7 Banks - Regional names. OZK ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
41,278 | $2,493,191 | |
| 2 | CBAN |
Colony Bankcorp Inc
|
57,904 | $1,163,291 | |
| 3 | TFC |
Truist Financial Corp
|
18,933 | $943,242 | |
| 4 | OZK |
Bank OZK
This page
|
10,920 | $568,822 | |
| 5 | ABCB |
Ameris Bancorp
|
5,003 | $451,570 | |
| 6 | RNST |
Renasant Corp
|
9,054 | $385,157 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,106 | $272,319 |
All Filings in OZK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,822 | 10,920 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $501,118 | 10,920 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $502,538 | 10,920 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $556,701 | 10,920 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $521,801 | 11,088 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $481,773 | 11,088 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $493,748 | 11,088 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $476,673 | 11,088 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $454,608 | 11,088 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $504,060 | 11,088 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $552,515 | 11,088 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $404,804 | 10,920 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $438,547 | 10,920 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $373,464 | 10,920 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $437,455 | 10,920 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $431,995 | 10,920 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $409,827 | 10,920 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $466,284 | 10,920 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||