Position in OZK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,619
+$180,273 QoQ
Shares Held
5,368
+116.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#361
of 522 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MEEDER ASSET MANAGEMENT INC holds $13,740,853 across 27 Banks - Regional names. OZK ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBI |
Customers Bancorp, Inc.
|
112,372 | $8,888,621 | |
| 2 | INDB |
Independent Bank Corp
|
14,384 | $1,204,224 | |
| 3 | CASH |
Pathward Financial, Inc.
|
9,543 | $830,813 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,840 | $611,639 | |
| 5 | STBA |
S&T Bancorp Inc
|
10,951 | $537,472 | |
| 6 | QCRH |
Qcr Holdings Inc
|
3,224 | $313,855 | |
| 7 | WABC |
Westamerica Bancorporation
|
5,218 | $306,140 | |
| 8 | OZK |
Bank OZK
This page
|
5,368 | $279,619 |
All Filings in OZK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,619 | 5,368 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $99,346 | 2,480 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $93,596 | 2,366 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,526 | 1,293 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $34,715 | 813 | Shares | Defined | 2022-05-10 | |
| 2021-09-30 | $220,612 | 5,133 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $258,019 | 6,120 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $99,997 | 2,448 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $9,474 | 303 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $208,420 | 9,776 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $13,143 | 560 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $11,305 | 677 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||