Stifel Financial’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 | $1.08M | Buy |
23,590
+1,003
| +4% | +$47.3K | ﹤0.01% | 2411 |
|
|
2025
Q4 | $1.04M | Sell |
22,587
-84,467
| -79% | -$3.95M | ﹤0.01% | 2421 |
|
|
2025
Q3 | $5.46M | Buy |
107,054
+67,766
| +172% | +$3.46M | 0.01% | 1253 |
|
|
2025
Q2 | $1.85M | Sell |
39,288
-1,222
| -3% | -$53.5K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $1.76M | Buy |
40,510
+22,021
| +119% | +$1.04M | ﹤0.01% | 1854 |
|
|
2024
Q4 | $823K | Sell |
18,489
-7,312
| -28% | -$334K | ﹤0.01% | 2373 |
|
|
2024
Q3 | $1.11M | Buy |
25,801
+3,033
| +13% | +$129K | ﹤0.01% | 2160 |
|
|
2024
Q2 | $933K | Sell |
22,768
-44,279
| -66% | -$1.93M | ﹤0.01% | 2208 |
|
|
2024
Q1 | $3.05M | Buy |
67,047
+3,158
| +5% | +$141K | ﹤0.01% | 1435 |
|
|
2023
Q4 | $3.18M | Buy |
63,889
+4,435
| +7% | +$183K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $2.2M | Buy |
59,454
+688
| +1% | +$27.9K | ﹤0.01% | 1528 |
|
|
2023
Q2 | $2.36M | Sell |
58,766
-1,186
| -2% | -$42.5K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $2.05M | Sell |
59,952
-10,270
| -15% | -$431K | ﹤0.01% | 1551 |
|
|
2022
Q4 | $2.81M | Buy |
70,222
+1,574
| +2% | +$67.6K | ﹤0.01% | 1285 |
|
|
2022
Q3 | $2.71M | Buy |
68,648
+6,668
| +11% | +$268K | ﹤0.01% | 1261 |
|
|
2022
Q2 | $2.33M | Sell |
61,980
-1,136
| -2% | -$44.8K | ﹤0.01% | 1400 |
|
|
2022
Q1 | $2.69M | Sell |
63,116
-11,886
| -16% | -$554K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $3.49M | Buy |
75,002
+3,876
| +5% | +$177K | ﹤0.01% | 1261 |
|
|
2021
Q3 | $3.06M | Buy |
71,126
+4,491
| +7% | +$187K | ﹤0.01% | 1304 |
|
|
2021
Q2 | $2.81M | Buy |
66,635
+2,949
| +5% | +$123K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $2.6M | Sell |
63,686
-14,609
| -19% | -$575K | ﹤0.01% | 1352 |
|
|
2020
Q4 | $2.45M | Buy |
78,295
+1,503
| +2% | +$40.6K | ﹤0.01% | 1267 |
|
|
2020
Q3 | $1.64M | Buy |
76,792
+3,647
| +5% | +$85K | ﹤0.01% | 1326 |
|
|
2020
Q2 | $1.72M | Buy |
73,145
+28,485
| +64% | +$611K | ﹤0.01% | 1239 |
|
|
2020
Q1 | $720K | Sell |
44,660
-1,515
| -3% | -$38.9K | ﹤0.01% | 1627 |
|
|
2019
Q4 | $1.41M | Sell |
46,175
-31,346
| -40% | -$919K | ﹤0.01% | 1580 |
|
|
2019
Q3 | $2.11M | Buy |
77,521
+19,477
| +34% | +$542K | 0.01% | 1276 |
|
|
2019
Q2 | $1.75M | Sell |
58,044
-576
| -1% | -$17.9K | ﹤0.01% | 1442 |
|
|
2019
Q1 | $1.7M | Sell |
58,620
-24,281
| -29% | -$735K | ﹤0.01% | 1335 |
|
|
2018
Q4 | $1.89M | Sell |
82,901
-115,917
| -58% | -$3.21M | 0.01% | 1176 |
|
|
2018
Q3 | $7.56M | Buy |
198,818
+76,071
| +62% | +$3.12M | 0.02% | 660 |
|
|
2018
Q2 | $5.52M | Sell |
122,747
-123,115
| -50% | -$5.86M | 0.02% | 771 |
|
|
2018
Q1 | $11.9M | Buy |
245,862
+35,358
| +17% | +$1.79M | 0.04% | 469 |
|
|
2017
Q4 | $10.2M | Buy |
210,504
+1,199
| +0.6% | +$55.7K | 0.03% | 524 |
|
|
2017
Q3 | $10.1M | Buy |
209,305
+22,531
| +12% | +$1M | 0.03% | 504 |
|
|
2017
Q2 | $8.75M | Buy |
186,774
+13,777
| +8% | +$655K | 0.03% | 526 |
|
|
2017
Q1 | $9.01M | Buy |
172,997
+9,984
| +6% | +$537K | 0.03% | 489 |
|
|
2016
Q4 | $8.57M | Buy |
163,013
+8,541
| +6% | +$380K | 0.04% | 469 |
|
|
2016
Q3 | $5.92M | Buy |
154,472
+40,560
| +36% | +$1.54M | 0.03% | 581 |
|
|
2016
Q2 | $4.28M | Buy |
113,912
+29,328
| +35% | +$1.16M | 0.02% | 671 |
|
|
2016
Q1 | $3.55M | Buy |
84,584
+27,178
| +47% | +$1.14M | 0.02% | 683 |
|
|
2015
Q4 | $2.84M | Buy |
57,406
+7,180
| +14% | +$361K | 0.01% | 803 |
|
|
2015
Q3 | $2.2M | Sell |
50,226
-76,052
| -60% | -$3.31M | 0.01% | 867 |
|
|
2015
Q2 | $5.78M | Sell |
126,278
-271,634
| -68% | -$11.6M | 0.03% | 512 |
|
|
2015
Q1 | $14.7M | Sell |
397,912
-18,160
| -4% | -$647K | 0.08% | 291 |
|
|
2014
Q4 | $22.5M | Buy |
416,072
+35,021
| +9% | +$1.22M | 0.13% | 202 |
|
|
2014
Q3 | $12M | Sell |
381,051
-1,456
| -0.4% | -$47K | 0.11% | 245 |
|
|
2014
Q2 | $12.8M | Buy |
382,507
+19,457
| +5% | +$604K | 0.11% | 237 |
|
|
2014
Q1 | $12.4M | Buy |
+363,050
| New | +$11.3M | 0.12% | 229 |
|
Other funds holding OZK
WA
VPM
VCM
Stifel Financial's OZK Position: Q1 2026 in Review
Stifel Financial increased its Bank OZK (OZK) stake by 4.4% in Q1 2026, buying an estimated $47.3K and bringing the position to 23,590 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.
Stifel Financial first reported a position in OZK in Q1 2014 and has held it in 49 quarters since. The position peaked at $22.5M in Q4 2014. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- Stifel Financial held 23,590 shares of Bank OZK worth $1.08M as of Q1 2026.
- Stifel Financial bought 1,003 Bank OZK shares in Q1 2026, an estimated $47.3K.
- Bank OZK made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2411 holding.
- Stifel Financial first reported a position in Bank OZK in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Bank OZK position peaked at $22.5M in Q4 2014.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.