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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

Tip: Access up to 7 years of quarterly data

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
2023-09-30 $2.4M 66k 37.07
2023-03-31 $264k 7.7k 34.20

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

Top funds holding Bank Ozk

Vanguard Group
Dimensional Fund Advisors
Daniel D. Thurber
Charles Schwab Investment Management
UBS Group
Principal Financial Group
Wellington Management Company
Van Berkom & Associates
Citadel Advisors
Copeland Capital Management
Jarislowsky, Fraser
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Newport Trust
Diamond Hill Capital Management

View all funds holding Bank Ozk