CONGRESS ASSET MANAGEMENT CO

Position in OZK — Bank OZK

CIK 897378 BOSTON, MA

Position in OZK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$9,099,602

+$4,115,857 QoQ

Shares Held

174,690

+60.9% QoQ

Ownership

0.160%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#78

of 523 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

CONGRESS ASSET MANAGEMENT CO holds $400,061,082 across 15 Banks - Regional names. OZK ranks #12 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABCB	Ameris Bancorp	1,192,270	$107,614,290
2	AUB	Atlantic Union Bankshares Corp	2,501,164	$105,824,248
3	UMBF	Umb Financial Corp	396,647	$56,625,325
4	TBBK	Bancorp, Inc.	286,531	$17,948,301
5	WTFC	Wintrust Financial Corp	108,377	$17,418,351
6	BOH	Bank Of Hawaii Corp	158,975	$12,954,872
7	BKU	BankUnited, Inc.	251,247	$12,172,917
8	FNB	Fnb Corp/Pa/	575,445	$10,979,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,099,602	174,690	+60.9%	Shares	Sole	2026-07-07
2026-03-31	$4,983,745	108,602	+21.0%	Shares	Sole	2026-04-14
2025-12-31	$4,132,089	89,789	+3.0%	Shares	Sole	2026-01-09
2025-09-30	$4,444,130	87,174	+1.7%	Shares	Sole	2025-10-10
2025-06-30	$4,033,136	85,702	+37.4%	Shares	Sole	2025-07-16
2025-03-31	$2,709,194	62,352	-0.5%	Shares	Sole	2025-04-11
2024-12-31	$2,789,359	62,640	+5.0%	Shares	Sole	2025-01-30
2024-09-30	$2,564,740	59,659	-0.7%	Shares	Sole	2024-10-28
2024-06-30	$2,464,469	60,109	-3.0%	Shares	Sole	2024-08-02
2024-03-31	$2,816,337	61,952	+1.2%	Shares	Sole	2024-04-11
2023-12-31	$3,050,991	61,228	+0.3%	Shares	Sole	2024-03-04
2023-09-30	$2,262,826	61,042	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$2,448,073	60,958	+1.4%	Shares	Sole	2023-07-27
2023-03-31	$2,055,214	60,094	+10.9%	Shares	Sole	2023-04-21
2022-12-31	$2,170,170	54,173	+0.7%	Shares	Sole	2023-01-18
2022-09-30	$2,129,119	53,820	+1.0%	Shares	Sole	2022-11-08
2022-06-30	$1,999,673	53,282	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$2,275,098	53,281	+0.7%	Shares	Sole	2022-04-20
2021-12-31	$2,462,134	52,915	-0.1%	Shares	Sole	2022-01-28
2021-09-30	$2,277,596	52,992	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$2,197,969	52,134	+17.1%	Shares	Sole	2021-08-05
2021-03-31	$1,819,254	44,535	+12.4%	Shares	Sole	2021-05-05
2020-12-31	$1,238,604	39,610	-5.8%	Shares	Sole	2021-01-26
2020-09-30	$896,932	42,070	0.0%	Shares	Sole	2020-11-03
2020-06-30	$987,382	42,070	-41.7%	Shares	Sole	2020-07-23
2020-03-31	$1,204,821	72,145	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.