Bank Ozk shares owned by MAI Wealth Advisors
Historical chart of MAI Wealth Advisors investment in Bank Ozk
Tip: Access up to 7 years of quarterly data
All positions including Bank Ozk held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank Ozk by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 86k | 50.98 |
| 2025-06-30 | $4.2M | 89k | 47.06 |
| 2025-03-31 | $3.9M | 90k | 43.45 |
| 2024-12-31 | $4.7M | 105k | 44.53 |
| 2024-09-30 | $3.6M | 83k | 42.99 |
| 2024-06-30 | $3.6M | 87k | 41.00 |
| 2024-03-31 | $2.6M | 57k | 45.46 |
| 2023-12-31 | $3.1M | 63k | 49.83 |
| 2023-09-30 | $2.4M | 65k | 37.07 |
| 2023-06-30 | $2.6M | 64k | 40.16 |
| 2023-03-31 | $2.2M | 66k | 34.20 |
| 2022-12-31 | $3.1M | 77k | 40.06 |
| 2022-09-30 | $3.1M | 77k | 39.57 |
| 2022-06-30 | $2.9M | 77k | 37.53 |
| 2022-03-31 | $3.3M | 77k | 42.71 |
| 2021-12-31 | $2.1M | 45k | 46.53 |
| 2021-09-30 | $1.9M | 45k | 42.97 |
| 2021-06-30 | $2.0M | 47k | 42.16 |
| 2021-03-31 | $1.6M | 39k | 40.85 |
| 2020-12-31 | $1.6M | 51k | 31.27 |