Position in OZK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$418,230
+$49,780 QoQ
Shares Held
8,029
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#313
of 523 holders
Holding Since
Dec 2025
3 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, 2026Financial Management, Inc. holds $418,230 across 1 Banks - Regional name. OZK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
This page
|
8,029 | $418,230 |
All Filings in OZK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,230 | 8,029 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $368,450 | 8,029 | Shares | Sole | 2026-07-02 | |
| 2025-12-31 | $735,169 | 15,975 | Shares | Sole | 2026-07-02 | |
| No filing history on record for this holder in this stock. | ||||||