13F-HR: Bank OZK's Q2 2024 13F Filing Reveals Equity Portfolio

Bank OZK's latest 13F filing discloses its equity holdings as of June 30, 2024, totaling approximately $231 million across 269 positions.

Summary

• Bank OZK filed its Form 13F for the quarter ended June 30, 2024.
• The filing discloses the bank's holdings as an institutional investment manager.
• The total value of the reported holdings is $231,010,393.
• The report includes 269 entries, detailing the bank's positions in various stocks and ETFs.
• The filing indicates the number of shares held, their value, and the voting authority for each security.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral.

Management Comments

• Sheila Mayden, EVP Corporate Trust Manager, signed the report on behalf of Bank OZK.

Industry Context

13F filings provide transparency into the holdings of large institutional investors, allowing the public to see how these firms are allocating capital. This information can be useful for understanding investment trends and strategies.

Stakeholder Impact

• Shareholders can review the filing to understand the bank's investment strategy.
• The filing provides insight into the bank's asset allocation and risk management practices.

Key Dates