Bank Ozk shares owned by Wellington Management Company
Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Bank Ozk
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Quarterly reported holdings in Bank Ozk by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111M | 2.2M | 50.98 |
| 2025-06-30 | $145M | 3.1M | 47.06 |
| 2025-03-31 | $96M | 2.2M | 43.45 |
| 2024-12-31 | $133M | 3.0M | 44.53 |
| 2024-09-30 | $182M | 4.2M | 42.99 |
| 2024-06-30 | $131M | 3.2M | 41.00 |
| 2024-03-31 | $103M | 2.3M | 45.46 |
| 2023-12-31 | $95M | 1.9M | 49.83 |
| 2023-09-30 | $59M | 1.6M | 37.07 |
| 2023-06-30 | $68M | 1.7M | 40.16 |
| 2023-03-31 | $17M | 487k | 34.20 |
| 2022-12-31 | $55M | 1.4M | 40.06 |
| 2022-03-31 | $6.7M | 157k | 42.70 |
| 2021-12-31 | $7.7M | 166k | 46.53 |
| 2021-09-30 | $7.2M | 168k | 42.98 |
| 2021-06-30 | $7.0M | 166k | 42.16 |
| 2021-03-31 | $9.9M | 242k | 40.85 |
| 2020-12-31 | $12M | 387k | 31.27 |
| 2020-09-30 | $9.5M | 444k | 21.32 |
| 2020-06-30 | $15M | 655k | 23.47 |
| 2020-03-31 | $12M | 720k | 16.70 |
| 2019-12-31 | $24M | 797k | 30.51 |
| 2019-09-30 | $30M | 1.1M | 27.27 |
| 2019-06-30 | $103M | 3.4M | 30.09 |
| 2019-03-31 | $151M | 5.2M | 28.98 |
| 2018-12-31 | $132M | 5.8M | 22.83 |
| 2018-09-30 | $157M | 4.1M | 37.96 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company