Bank Ozk shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Bank Ozk
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All positions including Bank Ozk held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank Ozk by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 34k | 46.02 |
| 2025-09-30 | $2.7M | 53k | 50.98 |
| 2025-06-30 | $1.6M | 33k | 47.06 |
| 2025-03-31 | $700k | 16k | 43.45 |
| 2024-12-31 | $214k | 4.8k | 44.53 |
| 2018-09-30 | $298k | 7.9k | 37.95 |