Position in OZK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,748
-$239 QoQ
Shares Held
779
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TORONTO DOMINION BANK holds $401,807,459 across 22 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
2,033,882 | $155,429,262 | |
| 2 | BPOP |
Popular, Inc.
|
313,854 | $51,528,549 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
135,901 | $33,461,544 | |
| 4 | TFC |
Truist Financial Corp
|
661,725 | $32,967,139 | |
| 5 | USB |
US Bancorp \De\
|
525,158 | $31,719,542 | |
| 6 | STEL |
Stellar Bancorp, Inc.
|
455,400 | $17,906,328 | |
| 7 | FITB |
Fifth Third Bancorp
|
303,027 | $17,081,631 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
680,812 | $12,070,796 |
All Filings in OZK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,748 | 779 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,987 | 782 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,062 | 727 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,553 | 798 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $34,673 | 798 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $35,534 | 798 | Shares | Defined | 2025-02-19 | |
| 2024-09-30 | $37,444 | 871 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $35,711 | 871 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,867 | 635 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,642 | 635 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,392 | 685 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $27,509 | 685 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $25,308 | 740 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,251 | 855 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $33,823 | 855 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $23,831 | 635 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,341,539 | 54,837 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,025,683 | 43,535 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $110,243 | 2,565 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $122,600 | 2,908 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $113,603 | 2,781 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $133,772 | 4,278 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,538 | 635 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $14,903 | 635 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $81,830 | 4,900 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||