Position in OZK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$29,430
+$3,732 QoQ
Shares Held
565
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 523 holders
Holding Since
Mar 2020
26 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, 2026TOTH FINANCIAL ADVISORY CORP holds $12,381,454 across 23 Banks - Regional names. OZK ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
336,253 | $7,330,315 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,080 | $1,897,495 | |
| 3 | TFC |
Truist Financial Corp
|
20,147 | $1,003,723 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $537,952 | |
| 5 | FBK |
FB Financial Corp
|
9,695 | $536,618 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
5,570 | $235,666 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $219,117 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
4,400 | $148,544 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,430 | 565 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $25,698 | 560 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $25,541 | 555 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $27,988 | 549 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $25,459 | 541 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $23,245 | 535 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $23,645 | 531 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,612 | 526 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,352 | 472 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $19,275 | 424 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $20,928 | 420 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,530 | 365 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $14,658 | 365 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $11,970 | 350 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $13,620 | 340 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $13,450 | 340 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,760 | 340 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $14,518 | 340 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $15,820 | 340 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $14,613 | 340 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $14,334 | 340 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,889 | 340 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $10,631 | 340 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,396 | 300 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $7,041 | 300 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $5,010 | 300 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||