CAPTRUST FINANCIAL ADVISORS
Holdings in OZK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $48,548,522 | 1,054,944 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $55,155,618 | 1,081,907 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $50,908,096 | 1,081,770 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $78,581,106 | 1,808,541 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $79,537,482 | 1,786,155 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $73,033,819 | 1,698,856 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $31,018,427 | 756,547 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $32,777,160 | 721,011 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $34,292,906 | 688,198 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $24,432,577 | 659,093 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $24,304,671 | 605,196 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $18,658,699 | 545,576 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $19,177,603 | 478,722 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $16,630,430 | 420,385 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $13,465,839 | 358,802 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $12,664,478 | 296,592 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $12,087,237 | 259,773 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $7,397,889 | 172,124 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $150,932 | 3,580 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $192,280 | 4,707 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $57,568 | 1,841 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $4,903 | 230 | Shares | Sole | 2020-11-17 |