Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,342,713
+$647,479 QoQ
Shares Held
102,567
+0.2% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,919,573 across 297 Banks - Regional names. OZK ranks #65 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,342,713 | 102,567 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,695,234 | 102,315 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,056,400 | 109,874 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,370,275 | 183,803 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,053,307 | 192,378 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,563,685 | 151,063 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,473,961 | 78,014 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,012,265 | 70,069 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,935,149 | 71,589 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,135,756 | 288,952 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,252,065 | 306,082 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,788,925 | 318,018 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,065,252 | 325,330 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,358,886 | 361,371 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,741,370 | 442,870 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,705,742 | 523,401 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,268,712 | 540,067 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $34,500,018 | 807,963 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,724,268 | 660,311 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,468,199 | 615,826 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,138,488 | 311,634 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,811,775 | 533,948 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,998,453 | 383,705 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $8,507,957 | 399,060 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $9,571,369 | 407,813 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,908,942 | 353,829 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||