Position in OZK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$530,745
+$49,681 QoQ
Shares Held
10,189
-2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#295
of 523 holders
Holding Since
Mar 2024
10 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, 2026GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ holds $1,198,568 across 3 Banks - Regional names. OZK ranks #2 (44.3% of the industry book) .
All Filings in OZK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,745 | 10,189 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $481,064 | 10,483 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $482,427 | 10,483 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $533,199 | 10,459 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $472,623 | 10,043 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $514,100 | 11,832 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $585,703 | 13,153 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $728,809 | 16,953 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $810,242 | 19,762 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $967,752 | 21,288 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||