Position in OZK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,202,028
+$119,484 QoQ
Shares Held
23,076
-2.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $974,936,730 across 144 Banks - Regional names. OZK ranks #74 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,028 | 23,076 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,082,544 | 23,590 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,039,452 | 22,587 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,457,612 | 107,054 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,848,891 | 39,288 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,760,158 | 40,510 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $823,314 | 18,489 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,109,183 | 25,801 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $933,488 | 22,768 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,047,955 | 67,047 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,183,587 | 63,889 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,203,959 | 59,454 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,360,041 | 58,766 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,050,357 | 59,952 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,813,092 | 70,222 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,715,714 | 68,648 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,326,108 | 61,980 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,695,051 | 63,116 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,489,841 | 75,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,056,994 | 71,126 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,809,331 | 66,635 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,601,572 | 63,686 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,448,284 | 78,295 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,637,205 | 76,792 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,716,713 | 73,145 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $745,820 | 44,660 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||