Position in OZK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$684,410
+$681,290 QoQ
Shares Held
13,139
+19222.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 523 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $30,659,926 across 261 Banks - Regional names. OZK ranks #19 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,788 | $3,394,881 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
35,459 | $2,484,612 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,149 | $1,729,991 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,104 | $1,488,148 | |
| 5 | FITB |
Fifth Third Bancorp
|
25,460 | $1,435,180 | |
| 6 | TFC |
Truist Financial Corp
|
27,008 | $1,345,538 | |
| 7 | EWBC |
East West Bancorp Inc
|
9,842 | $1,270,503 | |
| 8 | FNB |
Fnb Corp/Pa/
|
63,360 | $1,208,908 |
All Filings in OZK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,410 | 13,139 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,120 | 68 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $874 | 19 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||