Belleair Asset Management, LLC

Position in OZK — Bank OZK

CIK 2108102 BELLEAIR BLUFFS, FL

Position in OZK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,864,822

+$221,960 QoQ

Shares Held

35,800

0.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

8.04%

of 13F equity value

Holder Rank

#168

of 523 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Belleair Asset Management, LLC holds $3,902,318 across 4 Banks - Regional names. OZK ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK This page	35,800	$1,864,822
2	FITB	Fifth Third Bancorp	18,309	$1,032,078
3	RF	Regions Financial Corp	19,189	$579,507
4	TFC	Truist Financial Corp	8,549	$425,911

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,864,822	35,800	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,642,862	35,800	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$1,649,817	35,850	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.