Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$859,589
+$243,562 QoQ
Shares Held
16,502
+22.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#249
of 523 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kera Capital Partners, Inc. holds $16,224,643 across 18 Banks - Regional names. OZK ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
539,079 | $7,202,095 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,090 | $1,057,356 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,831 | $943,268 | |
| 4 | OZK |
Bank OZK
This page
|
16,502 | $859,589 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,910 | $754,862 | |
| 6 | MTB |
M&T Bank Corp
|
3,030 | $721,170 | |
| 7 | FHB |
First Hawaiian, Inc.
|
23,019 | $674,456 | |
| 8 | USB |
US Bancorp \De\
|
10,530 | $636,012 |
All Filings in OZK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,589 | 16,502 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $616,027 | 13,424 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $521,682 | 11,336 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $565,878 | 11,100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $330,784 | 7,029 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $252,227 | 5,805 | Shares | Sole | 2025-04-02 | |
| No filing history on record for this holder in this stock. | ||||||