Position in OZK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$34,141
-$5 QoQ
Shares Held
744
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bare Financial Services, Inc holds $1,784,382 across 112 Banks - Regional names. OZK ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,824 | $379,555 | |
| 2 | FULT |
Fulton Financial Corp
|
18,305 | $372,322 | |
| 3 | MPB |
Mid Penn Bancorp Inc
|
7,189 | $231,198 | |
| 4 | STBA |
S&T Bancorp Inc
|
4,354 | $182,127 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
4,679 | $141,726 | |
| 6 | TFC |
Truist Financial Corp
|
809 | $37,188 | |
| 7 | OZK |
Bank OZK
This page
|
744 | $34,141 | |
| 8 | KEY |
Keycorp /New/
|
824 | $16,521 |
All Filings in OZK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,141 | 744 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,146 | 742 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,826 | 742 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,917 | 742 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,239 | 742 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $32,462 | 729 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,339 | 729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,889 | 729 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,140 | 729 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,326 | 729 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||