Position in OZK
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$269,826
+$33,126 QoQ
Shares Held
5,180
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#367
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, 2026Forefront Wealth Partners, LLC holds $929,442 across 2 Banks - Regional names. OZK ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
13,240 | $659,616 | |
| 2 | OZK |
Bank OZK
This page
|
5,180 | $269,826 |
All Filings in OZK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,826 | 5,180 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $236,700 | 5,158 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $236,358 | 5,136 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $260,660 | 5,113 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $237,747 | 5,052 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $220,291 | 5,070 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,965 | 5,052 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||