Bank Ozk shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Bank Ozk
Tip: Access up to 7 years of quarterly data
All positions including Bank Ozk held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank Ozk by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 1.1M | 50.98 |
| 2025-06-30 | $51M | 1.1M | 47.06 |
| 2025-03-31 | $79M | 1.8M | 43.45 |
| 2024-12-31 | $80M | 1.8M | 44.53 |
| 2024-09-30 | $73M | 1.7M | 42.99 |
| 2024-06-30 | $31M | 757k | 41.00 |
| 2024-03-31 | $33M | 721k | 45.46 |
| 2023-12-31 | $34M | 688k | 49.83 |
| 2023-09-30 | $24M | 659k | 37.07 |
| 2023-06-30 | $24M | 605k | 40.16 |
| 2023-03-31 | $19M | 546k | 34.20 |
| 2022-12-31 | $19M | 479k | 40.06 |
| 2022-09-30 | $17M | 420k | 39.56 |
| 2022-06-30 | $14M | 369k | 37.53 |
| 2022-03-31 | $13M | 297k | 42.70 |
| 2021-12-31 | $12M | 260k | 46.53 |
| 2021-09-30 | $7.4M | 172k | 42.98 |
| 2021-06-30 | $151k | 3.6k | 42.18 |
| 2021-03-31 | $192k | 4.7k | 40.79 |
| 2020-12-31 | $58k | 1.8k | 31.50 |
| 2020-09-30 | $5.0k | 230 | 21.74 |
More positions owned by Captrust Financial Advisors
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