Position in OZK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$989
+$485 QoQ
Shares Held
19
+72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#502
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, 2026HFM Investment Advisors, LLC holds $81,056 across 69 Banks - Regional names. OZK ranks #28 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20 | $4,924 | |
| 2 | OCFC |
Oceanfirst Financial Corp
|
214 | $4,179 | |
| 3 | USB |
US Bancorp \De\
|
65 | $3,926 | |
| 4 | TFC |
Truist Financial Corp
|
62 | $3,088 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
44 | $3,083 | |
| 6 | EWBC |
East West Bancorp Inc
|
23 | $2,969 | |
| 7 | RF |
Regions Financial Corp
|
93 | $2,808 | |
| 8 | FITB |
Fifth Third Bancorp
|
49 | $2,762 |
All Filings in OZK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989 | 19 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $504 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $414 | 9 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $509 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $470 | 10 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $130 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||