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OZK icon

BB&T Securities’s Bank OZK OZK Stock Holding History

BB&T Securities’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$247K Buy
9,080
+297
+3% +$8.26K ﹤0.01% 1409
2019
Q2 		$264K Sell
8,783
-79
-0.9% -$2.45K ﹤0.01% 1378
2019
Q1 		$256K Buy
+8,862
New +$268K ﹤0.01% 1376
2018
Q4 		– Sell
-76,790
Closed -$2.91M – 1573
2018
Q3 		$2.91M Buy
76,790
+25,882
+51% +$1.06M 0.03% 513
2018
Q2 		$2.29M Buy
50,908
+18,954
+59% +$903K 0.02% 565
2018
Q1 		$1.54M Buy
31,954
+7,639
+31% +$386K 0.02% 643
2017
Q4 		$1.18M Buy
24,315
+16,925
+229% +$786K 0.02% 693
2017
Q3 		$355K Sell
7,390
-5,574
-43% -$248K ﹤0.01% 1098
2017
Q2 		$607K Buy
12,964
+6,234
+93% +$296K 0.01% 913
2017
Q1 		$350K Buy
6,730
+629
+10% +$33.8K ﹤0.01% 998
2016
Q4 		$234K Hold
6,101
– – ﹤0.01% 1100
2016
Q3 		$234K Buy
+6,101
New +$231K ﹤0.01% 1104

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return