STEPHENS INC /AR/

Position in OZK — Bank OZK

CIK 757657 LITTLE ROCK, AR

Back to OZK Full portfolio

Position in OZK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,981,138

+$271,461 QoQ

Shares Held

38,033

+2.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#166

of 523 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in OZK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $82,174,146 across 29 Banks - Regional names. OZK ranks #9 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	80,622	$19,850,748
2	USB	US Bancorp \De\	285,182	$17,224,992
3	HOMB	Home Bancshares Inc	251,912	$7,192,087
4	TFC	Truist Financial Corp	127,776	$6,365,800
5	FHN	First Horizon Corp	246,623	$6,323,413
6	FCNCA	First Citizens Bancshares Inc /De/	2,901	$6,036,371
7	SFNC	Simmons First National Corp	150,442	$3,407,511
8	RF	Regions Financial Corp	79,276	$2,394,135

All Filings in OZK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,981,138	38,033	+2.1%	Shares	Defined	2026-07-29
2026-03-31	$1,709,677	37,256	+3.0%	Shares	Defined	2026-04-28
2025-12-31	$1,665,003	36,180	+2.1%	Shares	Defined	2026-02-05
2025-09-30	$1,806,476	35,435	-10.4%	Shares	Defined	2025-10-27
2025-06-30	$1,862,023	39,567	-42.4%	Shares	Defined	2025-07-29
2025-03-31	$2,983,450	68,664	-8.7%	Shares	Defined	2025-05-01
2024-12-31	$3,348,032	75,186	-3.8%	Shares	Defined	2025-01-28
2024-09-30	$3,358,980	78,134	-10.5%	Shares	Defined	2024-10-28
2024-06-30	$3,580,653	87,333	+4.3%	Shares	Defined	2024-08-06
2024-03-31	$3,807,638	83,758	+0.0%	Shares	Defined	2024-05-15
2023-12-31	$4,173,561	83,756	-2.3%	Shares	Defined	2024-02-13
2023-09-30	$3,177,788	85,724	-3.7%	Shares	Defined	2023-11-14
2023-06-30	$3,576,408	89,054	-1.6%	Shares	Defined	2023-08-14
2023-03-31	$3,094,484	90,482	+3.4%	Shares	Defined	2023-05-15
2022-12-31	$3,506,491	87,531	-0.8%	Shares	Defined	2023-02-14
2022-09-30	$3,490,299	88,228	+0.3%	Shares	Defined	2022-11-02
2022-06-30	$3,301,326	87,965	+1.1%	Shares	Defined	2022-08-03
2022-03-31	$3,714,985	87,002	-0.6%	Shares	Defined	2022-05-04
2021-12-31	$4,074,027	87,557	-6.7%	Shares	Defined	2022-03-07
2021-09-30	$4,032,856	93,831	-0.5%	Shares	Defined	2021-10-27
2021-06-30	$3,974,886	94,281	+4.2%	Shares	Defined	2021-08-12
2021-03-31	$3,697,864	90,523	-17.8%	Shares	Defined	2021-05-14
2020-12-31	$3,444,453	110,152	+2.0%	Shares	Defined	2021-02-10
2020-09-30	$2,301,536	107,952	-7.8%	Shares	Defined	2020-11-13
2020-06-30	$2,747,163	117,050	-16.3%	Shares	Defined	2020-08-24
2020-03-31	$2,335,394	139,844	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.