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Bank Ozk shares owned by Waterloo Capital

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Bank Ozk

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All positions including Bank Ozk held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Ozk by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 4.4k 50.98
2025-06-30 $206k 4.4k 47.06
2025-03-31 $208k 4.8k 43.45
2024-12-31 $212k 4.8k 44.53

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View all positions for Waterloo Capital

Top funds holding Bank Ozk

Vanguard Group
BlackRock
Daniel D. Thurber
Dimensional Fund Advisors
State Street Corporation
Charles Schwab Investment Management
First Trust Advisors
American Century Companies
Wellington Management Company
Geode Capital Management
AQR Capital Management
D. E. Shaw & Co
Van Berkom & Associates
Jarislowsky, Fraser
Giverny Capital

View all funds holding Bank Ozk