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Bank Ozk shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Bank Ozk

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank Ozk by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 75k 50.98
2025-06-30 $3.7M 78k 47.06
2025-03-31 $3.2M 73k 43.45
2024-12-31 $3.3M 74k 44.53
2023-06-30 $634k 16k 40.16
2023-03-31 $891k 26k 34.21

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View all positions for Integrated Wealth Concepts

Top funds holding Bank Ozk

Vanguard Group
BlackRock
Daniel D. Thurber
Dimensional Fund Advisors
State Street Corporation
Charles Schwab Investment Management
First Trust Advisors
American Century Companies
Wellington Management Company
Geode Capital Management
AQR Capital Management
D. E. Shaw & Co
Van Berkom & Associates
Jarislowsky, Fraser
Giverny Capital

View all funds holding Bank Ozk