OZK β€” BANK OZK

Ownership history in ASSOCIATED BANC-CORP  Β·  6 quarters on record

AI Ownership Summary

ASSOCIATED BANC-CORP reported BANK OZK (OZK) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows OZK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OZK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSOCIATED BANC-CORP's position in BANK OZK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OZK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ASSOCIATED BANC-CORP held OZK β€” position size vs. price
% of Fund (quarterly)    OZK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,234 +101 +2.4% 0.01% $216K 2025-10-24 $45.30
2023 Q4 REDUCED 4,133 -972 -19.0% 0.01% $206K 2024-02-09 $39.42
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ASSOCIATED BANC-CORP and OZK

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSOCIATED BANC-CORP reported owning OZK?

ASSOCIATED BANC-CORP reported OZK across 2 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OZK position in ASSOCIATED BANC-CORP's portfolio?

The largest reported portfolio weight for OZK was 0.01% in 2023 Q4.

What is the latest reported OZK position on this page?

The most recent filing on this page is 2025 Q3, when ASSOCIATED BANC-CORP reported 4,234 shares, equal to 0.01% of portfolio, with an estimated market value of $216K.

What does the chart on this OZK ownership page compare?

The chart compares ASSOCIATED BANC-CORP's quarterly OZK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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