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RAYMOND JAMES FINANCIAL INC: OZK position timeline

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

RAYMOND JAMES FINANCIAL INC held 341,754 OZK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,754 shares
    Change vs previous 13F +9,499 shares

    <0.01% of the 13F portfolio, value $17,802,000.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 332,255 shares
    Change vs previous 13F -20,324 shares

    <0.01% of the 13F portfolio, value $15,247,175.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    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 352,579 shares
    Change vs previous 13F -12,920 shares

    0.01% of the 13F portfolio, value $16,225,660.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    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 365,499 shares
    Change vs previous 13F +52,777 shares

    0.01% of the 13F portfolio, value $18,633,131.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    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 312,722 shares
    Change vs previous 13F -30,344 shares

    0.01% of the 13F portfolio, value $14,716,687.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    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 343,066 shares
    Change vs previous 13F +26,946 shares

    0.01% of the 13F portfolio, value $14,906,189.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    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/A 316,120 shares
    Change vs previous 13F +253,639 shares

    0.01% of the 13F portfolio, value $14,076,797.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    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 62,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,686,037.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 7,184 shares
    • Raymond James Financial Services Advisors, Inc.: 55,297 shares

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