BURNEY CO/

Position in OZK — Bank OZK

CIK 940445 RESTON, VA

Position in OZK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$701,652

+$86,956 QoQ

Shares Held

13,470

+0.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#270

of 523 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $28,067,016 across 17 Banks - Regional names. OZK ranks #12 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTFC	Wintrust Financial Corp	43,959	$7,065,090
2	FHN	First Horizon Corp	125,846	$3,226,691
3	SFNC	Simmons First National Corp	128,639	$2,913,673
4	BPOP	Popular, Inc.	17,200	$2,823,896
5	HBAN	Huntington Bancshares Inc /Md/	106,076	$1,880,727
6	ASB	Associated Banc-Corp	56,696	$1,744,535
7	EWBC	East West Bancorp Inc	12,354	$1,594,777
8	ZION	Zions Bancorporation, National Association /Ut/	17,815	$1,232,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,652	13,470	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$614,696	13,395	-34.8%	Shares	Sole	2026-04-29
2025-12-31	$945,296	20,541	-6.3%	Shares	Sole	2026-01-23
2025-09-30	$1,117,430	21,919	+40.5%	Shares	Sole	2025-10-16
2025-06-30	$734,371	15,605	-0.9%	Shares	Sole	2025-08-05
2025-03-31	$684,467	15,753	0.0%	Shares	Sole	2025-05-06
2024-12-31	$701,481	15,753	-21.2%	Shares	Sole	2025-01-14
2024-09-30	$859,155	19,985	-3.5%	Shares	Sole	2024-10-18
2024-06-30	$848,905	20,705	0.0%	Shares	Sole	2024-07-29
2024-03-31	$941,249	20,705	0.0%	Shares	Sole	2024-05-22
2023-12-31	$1,031,730	20,705	0.0%	Shares	Sole	2024-02-12
2023-09-30	$767,534	20,705	0.0%	Shares	Sole	2023-11-08
2023-06-30	$831,512	20,705	-3.2%	Shares	Sole	2023-08-09
2023-03-31	$731,196	21,380	0.0%	Shares	Sole	2023-05-10
2022-12-31	$856,482	21,380	0.0%	Shares	Sole	2023-02-06
2022-09-30	$845,792	21,380	0.0%	Shares	Sole	2022-11-15
2022-06-30	$802,391	21,380	0.0%	Shares	Sole	2022-08-12
2022-03-31	$912,926	21,380	0.0%	Shares	Sole	2022-05-09
2021-12-31	$994,811	21,380	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$920,201	21,410	0.0%	Shares	Sole	2021-11-12
2021-06-30	$902,645	21,410	0.0%	Shares	Sole	2021-08-06
2021-03-31	$874,598	21,410	-2.5%	Shares	Sole	2021-05-13
2020-12-31	$686,689	21,960	-2.7%	Shares	Sole	2021-02-11
2020-09-30	$480,979	22,560	-1.7%	Shares	Sole	2020-12-14
2020-06-30	$538,871	22,960	0.0%	Shares	Sole	2020-08-13
2020-03-31	$383,432	22,960	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.