BANK OZK

Bank

Position in TFC — Truist Financial Corp

CIK 1569650 LITTLE ROCK, AR

Position in TFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$810,222

-$143,976 QoQ

Shares Held

16,263

-21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#811

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

BANK OZK holds $1,456,179 across 3 Banks - Regional names. TFC ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	16,263	$810,222
2	FITB	Fifth Third Bancorp	6,083	$342,898
3	OZK	Bank OZK	5,818	$303,059

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,222	16,263	-21.7%	Shares	Sole	2026-08-17
2026-03-31	$954,198	20,757	-2.0%	Shares	Other	2026-05-13
2025-12-31	$1,041,824	21,171	+5.1%	Shares	Sole	2026-02-17
2025-09-30	$920,800	20,140	-19.4%	Shares	Sole	2025-11-14
2025-06-30	$1,074,061	24,984	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$1,015,293	24,673	-0.9%	Shares	Sole	2025-05-14
2024-12-31	$1,079,814	24,892	-16.2%	Shares	Sole	2025-02-05
2024-09-30	$1,269,969	29,693	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$1,132,554	29,152	-5.3%	Shares	Sole	2024-07-29
2024-03-31	$1,199,959	30,784	-7.0%	Shares	Sole	2024-05-10
2023-12-31	$1,222,605	33,115	-0.6%	Shares	Sole	2024-02-05
2023-09-30	$953,484	33,327	+4.3%	Shares	Sole	2023-11-14
2023-06-30	$969,530	31,945	+1.9%	Shares	Sole	2023-07-27
2023-03-31	$1,068,523	31,335	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$1,352,432	31,430	-13.5%	Shares	Sole	2023-02-13
2022-09-30	$1,582,068	36,336	+87.9%	Shares	Sole	2022-11-14
2022-06-30	$917,105	19,336	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$1,090,511	19,233	-1.0%	Shares	Sole	2022-05-04
2021-12-31	$1,137,802	19,433	-0.5%	Shares	Sole	2022-02-08
2021-09-30	$1,145,610	19,533	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,084,081	19,533	0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,139,163	19,533	-7.1%	Shares	Sole	2021-04-23
2020-12-31	$1,008,111	21,033	0.0%	Shares	Sole	2021-02-11
2020-09-30	$800,305	21,033	0.0%	Shares	Sole	2020-10-21
2020-06-30	$789,789	21,033	0.0%	Shares	Sole	2020-08-11
2020-03-31	$648,657	21,033	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.