Position in OZK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$23,857
+$2,840 QoQ
Shares Held
458
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 523 holders
Holding Since
Sep 2025
4 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $740,651 across 40 Banks - Regional names. OZK ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CATY |
Cathay General Bancorp
|
3,841 | $238,103 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,568 | $88,388 | |
| 3 | WAL |
Western Alliance Bancorporation
|
746 | $61,321 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
202 | $49,736 | |
| 5 | USB |
US Bancorp De
|
436 | $26,334 | |
| 6 | TFC |
Truist Financial Corp
|
522 | $26,006 | |
| 7 | OZK |
Bank OZK
This page
|
458 | $23,857 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
284 | $19,899 |
All Filings in OZK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,857 | 458 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,017 | 458 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $24,114 | 524 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $27,580 | 541 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||