Position in OZK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,366,240
+$172,974 QoQ
Shares Held
45,426
-5.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#149
of 523 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $220,555,230 across 97 Banks - Regional names. OZK ranks #30 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,210 | $17,040,886 | |
| 2 | USB |
US Bancorp \De\
|
267,716 | $16,170,046 | |
| 3 | TFC |
Truist Financial Corp
|
214,684 | $10,695,556 | |
| 4 | FITB |
Fifth Third Bancorp
|
156,113 | $8,800,089 | |
| 5 | EWBC |
East West Bancorp Inc
|
60,590 | $7,821,563 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
66,750 | $6,733,740 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
348,788 | $6,184,011 | |
| 8 | MTB |
M&T Bank Corp
|
25,255 | $6,010,942 |
All Filings in OZK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,240 | 45,426 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,193,266 | 47,794 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,224,054 | 48,328 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,466,055 | 48,373 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,272,950 | 48,299 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,127,268 | 48,959 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,243,421 | 50,380 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,165,836 | 50,380 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,719,079 | 66,319 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,297,622 | 72,539 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,667,139 | 73,593 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,587,041 | 69,788 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,846,099 | 70,869 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,606,484 | 76,213 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,840,311 | 95,864 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,175,481 | 80,270 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,240,265 | 86,338 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,580,352 | 83,849 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $4,041,642 | 86,861 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,219,561 | 98,175 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,494,846 | 106,614 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $621,941 | 15,225 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $507,824 | 16,240 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $345,384 | 16,200 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $381,786 | 16,267 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $459,600 | 27,521 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||