Ridgewood Investments’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
+22,374
| New | +$1.05M | 0.42% | 75 |
|
|
2025
Q3 | $643K | Buy |
12,611
+505
| +4% | +$25.8K | 0.27% | 108 |
|
|
2025
Q2 | $570K | Buy |
12,106
+8,731
| +259% | +$382K | 0.25% | 107 |
|
|
2025
Q1 | $147K | Buy |
+3,375
| New | +$160K | 0.07% | 207 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$602 | – | 580 |
|
|
2023
Q2 | $602 | Sell |
15
-16,539
| -100% | -$593K | ﹤0.01% | 774 |
|
|
2023
Q1 | $566K | Sell |
16,554
-1,171
| -7% | -$49.1K | 0.35% | 88 |
|
|
2022
Q4 | $710K | Sell |
17,725
-49
| -0.3% | -$2.1K | 0.5% | 60 |
|
|
2022
Q3 | $703K | Buy |
17,774
+606
| +4% | +$24.4K | 0.59% | 49 |
|
|
2022
Q2 | $644K | Sell |
17,168
-1
| -0% | -$39 | 0.51% | 64 |
|
|
2022
Q1 | $733K | Sell |
17,169
-4,176
| -20% | -$195K | 0.48% | 68 |
|
|
2021
Q4 | $993K | Hold |
21,345
| – | – | 0.63% | 49 |
|
|
2021
Q3 | $917K | Sell |
21,345
-4,571
| -18% | -$190K | 0.62% | 52 |
|
|
2021
Q2 | $1.09M | Sell |
25,916
-461
| -2% | -$19.2K | 0.7% | 47 |
|
|
2021
Q1 | $1.08M | Sell |
26,377
-1,457
| -5% | -$57.4K | 0.66% | 45 |
|
|
2020
Q4 | $593K | Hold |
27,834
| – | – | 0.47% | 67 |
|
|
2020
Q3 | $593K | Sell |
27,834
-1,750
| -6% | -$40.8K | 0.46% | 68 |
|
|
2020
Q2 | $694K | Sell |
29,584
-1,826
| -6% | -$39.2K | 0.57% | 49 |
|
|
2020
Q1 | $525K | Buy |
31,410
+3,315
| +12% | +$85.2K | 0.53% | 56 |
|
|
2019
Q4 | $857K | Buy |
28,095
+1,139
| +4% | +$33.4K | 0.61% | 41 |
|
|
2019
Q3 | $735K | Buy |
26,956
+3,290
| +14% | +$91.5K | 0.57% | 48 |
|
|
2019
Q2 | $712K | Buy |
23,666
+2,414
| +11% | +$74.8K | 0.56% | 46 |
|
|
2019
Q1 | $616K | Sell |
21,252
-1,241
| -6% | -$37.6K | 0.51% | 47 |
|
|
2018
Q4 | $854K | Hold |
22,493
| – | – | 0.68% | 43 |
|
|
2018
Q3 | $854K | Buy |
22,493
+1,937
| +9% | +$79.5K | 0.68% | 43 |
|
|
2018
Q2 | $926K | Buy |
20,556
+553
| +3% | +$26.3K | 0.82% | 28 |
|
|
2018
Q1 | $966K | Buy |
20,003
+275
| +1% | +$13.9K | 0.89% | 22 |
|
|
2017
Q4 | $956K | Buy |
19,728
+516
| +3% | +$24K | 0.85% | 28 |
|
|
2017
Q3 | $923K | Buy |
19,212
+1,354
| +8% | +$60.3K | 0.88% | 27 |
|
|
2017
Q2 | $837K | Buy |
17,858
+1,774
| +11% | +$84.4K | 0.84% | 28 |
|
|
2017
Q1 | $837K | Buy |
16,084
+54
| +0.3% | +$2.9K | 0.9% | 25 |
|
|
2016
Q4 | $843K | Buy |
+16,030
| New | +$714K | 0.99% | 24 |
|
Other funds holding OZK
WA
VPM
VCM
Ridgewood Investments's OZK Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Bank OZK (OZK) in Q1 2026: 22,374 shares worth $1.03M. The stake represents 0.42% of the portfolio and ranks #75 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in OZK as recently as Q3 2025.
Ridgewood Investments first reported a position in OZK in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.09M in Q2 2021. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- Ridgewood Investments held 22,374 shares of Bank OZK worth $1.03M as of Q1 2026.
- Bank OZK was a new Ridgewood Investments position in Q1 2026.
- Bank OZK made up 0.42% of Ridgewood Investments's portfolio in Q1 2026, its #75 holding.
- Ridgewood Investments first reported a position in Bank OZK in Q4 2016 and has held it in 31 quarters since.
- Ridgewood Investments's Bank OZK position peaked at $1.09M in Q2 2021.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.