Position in OZK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$296,548
+$35,939 QoQ
Shares Held
5,693
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#357
of 523 holders
Holding Since
Dec 2021
19 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, 2026Millennium Capital Advisors, LLC holds $3,146,923 across 7 Banks - Regional names. OZK ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
45,858 | $1,309,245 | |
| 2 | FHN |
First Horizon Corp
|
14,818 | $379,933 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
21,230 | $376,407 | |
| 4 | SFNC |
Simmons First National Corp
|
13,241 | $299,908 | |
| 5 | OZK |
Bank OZK
This page
|
5,693 | $296,548 | |
| 6 | TFC |
Truist Financial Corp
|
5,116 | $254,879 | |
| 7 | RF |
Regions Financial Corp
|
7,616 | $230,003 |
All Filings in OZK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,548 | 5,693 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $260,609 | 5,679 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $269,861 | 5,864 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $364,354 | 7,147 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $382,833 | 8,135 | Shares | Sole | 2026-02-18 | |
| 2025-03-31 | $352,509 | 8,113 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $360,737 | 8,101 | Shares | Sole | 2026-02-18 | |
| 2024-09-30 | $348,176 | 8,099 | Shares | Sole | 2026-02-18 | |
| 2024-06-30 | $331,526 | 8,086 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $366,907 | 8,071 | Shares | Sole | 2026-02-18 | |
| 2023-12-31 | $426,644 | 8,562 | Shares | Sole | 2026-02-18 | |
| 2023-09-30 | $316,874 | 8,548 | Shares | Sole | 2026-02-18 | |
| 2023-06-30 | $344,813 | 8,586 | Shares | Sole | 2026-02-18 | |
| 2023-03-31 | $305,508 | 8,933 | Shares | Sole | 2026-02-18 | |
| 2022-12-31 | $341,391 | 8,522 | Shares | Sole | 2026-02-18 | |
| 2022-09-30 | $348,602 | 8,812 | Shares | Sole | 2026-02-18 | |
| 2022-06-30 | $378,152 | 10,076 | Shares | Sole | 2026-02-18 | |
| 2022-03-31 | $487,463 | 11,416 | Shares | Sole | 2026-02-18 | |
| 2021-12-31 | $530,767 | 11,407 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||