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Bank Ozk shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Bank Ozk

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All positions including Bank Ozk held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Ozk by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 62k 44.53
2024-09-30 $2.7M 62k 42.99
2024-06-30 $2.5M 62k 41.00
2023-09-30 $2.4M 66k 37.07
2023-03-31 $264k 7.7k 34.20

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View all positions for Legacy Capital Wealth Partners

Top funds holding Bank Ozk

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

View all funds holding Bank Ozk