CI Private Wealth »

Bank Ozk shares owned by CI Private Wealth

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Bank Ozk

Tip: Access up to 7 years of quarterly data

All positions including Bank Ozk held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank Ozk by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 163k 45.55
2025-12-31 $1.7M 36k 46.03
2025-09-30 $1.6M 31k 50.99
2025-06-30 $1.4M 31k 47.06
2025-03-31 $1.3M 29k 43.45
2024-12-31 $1.1M 25k 44.53
2024-09-30 $1.0M 24k 42.99
2024-06-30 $976k 24k 41.00