Position in OZK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,754
+$4,613 QoQ
Shares Held
744
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#426
of 523 holders
Holding Since
Dec 2023
11 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, 2026Bare Financial Services, Inc holds $2,249,895 across 115 Banks - Regional names. OZK ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
18,621 | $450,441 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,828 | $450,088 | |
| 3 | MPB |
Mid Penn Bancorp Inc
|
7,189 | $250,464 | |
| 4 | STBA |
S&T Bancorp Inc
|
4,425 | $217,178 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
4,864 | $161,727 | |
| 6 | TFC |
Truist Financial Corp
|
812 | $40,453 | |
| 7 | OZK |
Bank OZK
This page
|
744 | $38,754 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
572 | $24,200 |
All Filings in OZK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,754 | 744 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||