Bank Ozk shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Bank Ozk
Tip: Access up to 7 years of quarterly data
All positions including Bank Ozk held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank Ozk by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 75k | 50.98 |
| 2025-06-30 | $3.8M | 81k | 47.06 |
| 2025-03-31 | $3.4M | 78k | 43.45 |
| 2024-12-31 | $3.6M | 81k | 44.53 |
| 2024-09-30 | $3.5M | 82k | 42.99 |
| 2024-06-30 | $3.4M | 82k | 41.00 |
| 2024-03-31 | $3.8M | 83k | 45.46 |
| 2023-12-31 | $4.1M | 83k | 49.83 |
| 2023-09-30 | $3.1M | 83k | 37.07 |
| 2023-06-30 | $4.4M | 109k | 40.16 |
| 2023-03-31 | $3.7M | 107k | 34.20 |
| 2022-12-31 | $4.3M | 106k | 40.06 |
| 2022-09-30 | $4.0M | 101k | 39.56 |
| 2022-06-30 | $3.7M | 99k | 37.52 |
| 2022-03-31 | $4.3M | 101k | 42.70 |
| 2021-12-31 | $4.5M | 96k | 46.52 |
| 2021-09-30 | $4.1M | 96k | 42.97 |
| 2021-06-30 | $3.9M | 92k | 42.14 |
| 2021-03-31 | $2.2M | 54k | 40.86 |
| 2020-12-31 | $1.7M | 54k | 31.28 |
| 2020-09-30 | $882k | 44k | 20.00 |
| 2020-06-30 | $1.1M | 45k | 23.48 |
| 2020-03-31 | $571k | 34k | 16.71 |
| 2019-12-31 | $1.0M | 34k | 30.50 |
| 2019-09-30 | $932k | 34k | 27.28 |
| 2019-06-30 | $1.1M | 35k | 30.08 |
| 2019-03-31 | $1.0M | 35k | 28.98 |
| 2018-12-31 | $820k | 36k | 22.83 |
| 2018-09-30 | $1.4M | 36k | 37.95 |
More positions owned by Summit Investment Advisors
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