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CAPTRUST FINANCIAL ADVISORS: OZK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on OZK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 2,570,708 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,570,708 shares
    Change vs previous 13F +249,812 shares

    0.21% of the 13F portfolio, value $133,908,162.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,320,896 shares
    Change vs previous 13F +1,265,952 shares

    0.19% of the 13F portfolio, value $106,498,524.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,054,944 shares
    Change vs previous 13F -26,963 shares

    0.09% of the 13F portfolio, value $48,548,514.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,081,907 shares
    Change vs previous 13F +137 shares

    0.11% of the 13F portfolio, value $55,155,600.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,081,770 shares
    Change vs previous 13F -726,771 shares

    0.11% of the 13F portfolio, value $50,908,083.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,808,541 shares
    Change vs previous 13F +22,386 shares

    0.2% of the 13F portfolio, value $78,581,068.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,786,155 shares
    Change vs previous 13F +87,299 shares

    0.23% of the 13F portfolio, value $79,537,467.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,698,856 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $73,033,816.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).