MONEY CONCEPTS CAPITAL CORP

Position in OZK — Bank OZK

CIK 716851 PALM BEACH GARDENS, FL

Position in OZK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,649,297

+$394,538 QoQ

Shares Held

50,860

+3.5% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#142

of 523 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $4,931,155 across 5 Banks - Regional names. OZK ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK This page	50,860	$2,649,297
2	SYBT	Stock Yards Bancorp, Inc.	10,902	$833,675
3	HOMB	Home Bancshares Inc	24,633	$703,272
4	PNC	Pnc Financial Services Group, Inc.	1,932	$475,697
5	SRCE	1St Source Corp	3,300	$269,214

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,649,297	50,860	+3.5%	Shares	Sole	2026-08-04
2026-03-31	$2,254,759	49,134	+1.7%	Shares	Sole	2026-04-30
2025-12-31	$2,222,259	48,289	-9.5%	Shares	Sole	2026-02-04
2025-09-30	$2,719,222	53,339	-0.0%	Shares	Sole	2025-11-04
2025-06-30	$2,511,262	53,363	-24.8%	Shares	Sole	2025-08-14
2025-03-31	$3,083,298	70,962	+0.5%	Shares	Sole	2025-04-24
2024-12-31	$3,143,194	70,586	+1.4%	Shares	Sole	2025-01-27
2024-09-30	$2,993,909	69,642	+85.3%	Shares	Sole	2024-10-31
2024-06-30	$1,540,862	37,582	+0.5%	Shares	Sole	2024-08-02
2024-03-31	$1,700,613	37,409	+10.3%	Shares	Sole	2024-05-01
2023-12-31	$1,690,781	33,931	+28.8%	Shares	Sole	2024-02-12
2023-09-30	$976,609	26,345	+2.1%	Shares	Sole	2023-11-01
2023-06-30	$1,036,168	25,801	+1.8%	Shares	Sole	2023-08-01
2023-03-31	$866,559	25,338	-2.8%	Shares	Sole	2023-05-01
2022-12-31	$1,044,324	26,069	+7.0%	Shares	Sole	2023-02-14
2022-09-30	$963,642	24,359	+101.9%	Shares	Sole	2022-10-27
2022-06-30	$452,724	12,063	-54.9%	Shares	Sole	2022-07-18
2022-03-31	$1,141,285	26,728	+117.9%	Shares	Sole	2022-05-13
2021-12-31	$570,690	12,265	-46.3%	Shares	Sole	2022-02-14
2021-03-31	$932,482	22,827	+1.9%	Shares	Sole	2021-05-17
2020-12-31	$700,448	22,400	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.