Position in OZK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$449,224
+$126,618 QoQ
Shares Held
8,624
+22.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. OZK ranks #87 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,224 | 8,624 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $322,606 | 7,030 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $391,031 | 8,497 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $455,812 | 8,941 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $467,446 | 9,933 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $428,721 | 9,867 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $426,597 | 9,580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $385,749 | 8,973 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $392,001 | 9,561 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,329 | 10,324 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $517,484 | 10,385 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $396,130 | 10,686 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $496,899 | 12,373 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $401,063 | 11,727 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $649,172 | 16,205 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $457,748 | 11,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $425,702 | 11,343 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $501,127 | 11,736 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $548,588 | 11,790 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $500,845 | 11,653 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $518,947 | 12,309 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $436,645 | 10,689 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $341,562 | 10,923 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $294,727 | 13,824 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $286,193 | 12,194 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $247,026 | 14,792 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||