MIFH
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Migdal Insurance & Financial Holdings’s Bank OZK OZK Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q1 		– Sell
-611
Closed -$27K – 466
2024
Q4 		$27K Buy
+611
New +$27.9K ﹤0.01% 269

Other funds holding OZK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Migdal Insurance & Financial Holdings's OZK Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 611 shares — an estimated $27K sold.

Migdal Insurance & Financial Holdings first reported a position in OZK in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 481 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 611 Bank OZK shares in Q1 2025, an estimated $27K.
  • Migdal Insurance & Financial Holdings first reported a position in Bank OZK in Q4 2024 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Bank OZK position peaked at $27K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.