Position in OZK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$82,718
+$9,478 QoQ
Shares Held
1,588
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 523 holders
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $729,562,771 across 117 Banks - Regional names. OZK ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
4,674,963 | $667,397,717 | |
| 2 | RF |
Regions Financial Corp
|
656,266 | $19,819,232 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
231,625 | $13,376,343 | |
| 4 | USB |
US Bancorp \De\
|
199,077 | $12,024,250 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
12,730 | $3,134,379 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
82,757 | $2,441,331 | |
| 7 | EQBK |
Equity Bancshares Inc
|
46,796 | $2,292,536 | |
| 8 | FITB |
Fifth Third Bancorp
|
28,305 | $1,595,552 |
All Filings in OZK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,718 | 1,588 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $73,240 | 1,596 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $74,874 | 1,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,917 | 1,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $60,519 | 1,286 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $64,306 | 1,480 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,117 | 70 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,665 | 62 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,879 | 119 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,136 | 69 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,531 | 111 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,302 | 197 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,453 | 86 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,941 | 86 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3 | 86 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,402 | 86 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,640 | 97 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,141 | 97 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,513 | 97 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||