Position in OZK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,814
+$3,178 QoQ
Shares Held
246
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 523 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $907,265 across 64 Banks - Regional names. OZK ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
5,455 | $158,358 | |
| 2 | MTB |
M&T Bank Corp
|
293 | $69,736 | |
| 3 | TFC |
Truist Financial Corp
|
1,148 | $57,193 | |
| 4 | EWBC |
East West Bancorp Inc
|
394 | $50,861 | |
| 5 | WBS |
Webster Financial Corp
|
545 | $41,648 | |
| 6 | ORRF |
Orrstown Financial Services Inc
|
775 | $31,643 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
426 | $29,474 | |
| 8 | USB |
US Bancorp \De\
|
472 | $28,508 |
All Filings in OZK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,814 | 246 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,636 | 210 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,375 | 182 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,631 | 287 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,976 | 297 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,036 | 254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,544 | 394 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||