LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in OZK — Bank OZK
CIK 932974
BOSTON, MA
Position in OZK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,611,143
+$191,766 QoQ
Shares Held
30,930
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 523 holders
Holding Since
Mar 2020
25 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,051,255 across 13 Banks - Regional names. OZK ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
349,292 | $9,022,212 | |
| 2 | OZK |
Bank OZK
This page
|
30,930 | $1,611,143 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,847 | $454,768 | |
| 4 | MTB |
M&T Bank Corp
|
1,155 | $274,901 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
6,473 | $273,872 | |
| 6 | BBT |
Beacon Financial Corp
|
5,031 | $153,193 | |
| 7 | UBCP |
United Bancorp Inc /Oh/
|
6,917 | $109,841 | |
| 8 | USB |
US Bancorp \De\
|
1,212 | $73,204 |
All Filings in OZK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,143 | 30,930 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,419,377 | 30,930 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $42,798 | 930 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $47,411 | 930 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $43,765 | 930 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $40,408 | 930 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $41,412 | 930 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $39,980 | 930 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $38,130 | 930 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $42,277 | 930 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,341 | 930 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $34,475 | 930 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $37,348 | 930 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $62,312 | 1,822 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $72,989 | 1,822 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $72,078 | 1,822 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $68,379 | 1,822 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $77,799 | 1,822 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $84,777 | 1,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $78,309 | 1,822 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $76,815 | 1,822 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $56,973 | 1,822 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $38,845 | 1,822 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $42,762 | 1,822 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $30,427 | 1,822 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||