Position in OZK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$364
-$27,012 QoQ
Shares Held
7
-98.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 523 holders
Holding Since
Sep 2025
2 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, 2026BOKF, NA holds $79,430,356 across 25 Banks - Regional names. OZK ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
129,350 | $17,964,128 | |
| 2 | TFC |
Truist Financial Corp
|
322,566 | $16,070,237 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
212,690 | $14,903,187 | |
| 4 | USB |
US Bancorp \De\
|
182,307 | $11,011,342 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
16,389 | $4,035,298 | |
| 6 | FITB |
Fifth Third Bancorp
|
67,466 | $3,803,058 | |
| 7 | KEY |
Keycorp /New/
|
149,085 | $3,436,408 | |
| 8 | PFS |
Provident Financial Services Inc
|
117,212 | $2,770,890 |
All Filings in OZK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364 | 7 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $27,376 | 537 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||