Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,356
-$715,727 QoQ
Shares Held
314
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 523 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 57%
None 43%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $5,207,968 across 8 Banks - Regional names. OZK ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
66,812 | $1,939,552 | |
| 2 | USB |
US Bancorp \De\
|
16,683 | $1,007,653 | |
| 3 | AX |
Axos Financial, Inc.
|
8,630 | $840,475 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
17,028 | $738,589 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
35,579 | $340,846 | |
| 6 | ITUB |
Itau Unibanco Holding S.A.
|
24,138 | $197,207 | |
| 7 | HDB |
Hdfc Bank Ltd
|
4,928 | $127,290 | |
| 8 | OZK |
Bank OZK
This page
|
314 | $16,356 |
All Filings in OZK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,356 | 314 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $732,083 | 15,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $807,282 | 17,542 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $893,118 | 17,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $860,303 | 18,281 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $803,955 | 18,503 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $849,365 | 19,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $826,783 | 19,232 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $813,768 | 19,848 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||