Position in OZK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,506,755
+$798,535 QoQ
Shares Held
28,926
+87.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 523 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,476,893,671 across 221 Banks - Regional names. OZK ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,497,549 | $220,331,788 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
16,833,587 | $161,265,762 | |
| 3 | USB |
US Bancorp \De\
|
2,068,489 | $124,936,735 | |
| 4 | TFC |
Truist Financial Corp
|
2,329,997 | $116,080,449 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,305,287 | $111,205,562 | |
| 6 | MTB |
M&T Bank Corp
|
252,660 | $60,135,605 | |
| 7 | BBD |
Bank Bradesco
|
17,095,421 | $59,321,110 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
798,677 | $55,963,296 |
All Filings in OZK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,755 | 28,926 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $708,220 | 15,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,215 | 4,481 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $135,147 | 2,651 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $116,567 | 2,477 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $111,753 | 2,572 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $93,290 | 2,095 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $62,421 | 1,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,120 | 320 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $9,494 | 237 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||