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Bank OZK’s Regions Financial RF Stock Holding History

Bank OZK’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,607
Closed -$105K – 130
2016
Q3 		$105K Hold
10,607
– – 0.04% 123
2016
Q2 		$90K Sell
10,607
-1,362
-11% -$12.3K 0.03% 125
2016
Q1 		$94K Hold
11,969
– – 0.03% 135
2015
Q4 		$115K Hold
11,969
– – 0.04% 120
2015
Q3 		$108K Buy
+11,969
New +$118K 0.04% 115

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank OZK's RF Position: Q4 2016 in Review

Bank OZK sold out of Regions Financial (RF) in Q4 2016, closing a stake of 10,607 shares — an estimated $105K sold.

Bank OZK first reported a position in RF in Q3 2015 and held it in 5 quarters. The position peaked at $115K in Q4 2015. 628 funds tracked by Wall St. Rank hold RF as of Q4 2016.

  • Bank OZK reported no remaining Regions Financial position as of Q4 2016 after selling out during the quarter.
  • Bank OZK sold 10,607 Regions Financial shares in Q4 2016, an estimated $105K.
  • Bank OZK first reported a position in Regions Financial in Q3 2015 and held it in 5 quarters.
  • Bank OZK's Regions Financial position peaked at $115K in Q4 2015.
  • 628 funds tracked by Wall St. Rank held Regions Financial as of Q4 2016.

Based on Bank OZK's 13F filing for Q4 2016, filed 13 Feb 2017.