Position in OZK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,762
+$2,114 QoQ
Shares Held
341
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 523 holders
Holding Since
Mar 2025
6 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $7,235,924 across 6 Banks - Regional names. OZK ranks #4 (0.2% of the industry book) .
All Filings in OZK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,762 | 341 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,648 | 341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,692 | 341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,384 | 341 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,047 | 341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,816 | 341 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||