OZK BANK OZK

Ownership history in Van Berkom & Associates Inc.  ·  25 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported BANK OZK (OZK) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.72% in 2023 Q4. The latest visible filing shows OZK at 2.48% 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 Van Berkom & Associates Inc.'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 Q4

OZK was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.72% 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 Q4

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 Van Berkom & Associates Inc. held OZK — position size vs. price
% of Fund (quarterly)    OZK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,869,432 +50,985 +2.8% 2.48% $86.0M 2026-02-14 (Est.) $48.99
2025 Q3 ADDED 1,818,447 +12,733 +0.7% 2.68% $92.7M 2025-11-04 $43.84
2025 Q2 REDUCED 1,805,714 -22,987 -1.3% 2.53% $85.0M 2025-08-12 $48.11
2025 Q1 REDUCED 1,828,701 -13,785 -0.7% 2.55% $79.5M 2025-05-07 $42.18
2024 Q4 REDUCED 1,842,486 -209,861 -10.2% 2.44% $82.0M 2025-02-03 $47.29
2024 Q3 ADDED 2,052,347 +28,217 +1.4% 2.42% $88.2M 2024-11-04 $41.15
2024 Q2 ADDED 2,024,130 +40,356 +2.0% 2.48% $83.0M 2024-08-07 $37.99
2024 Q1 ADDED 1,983,774 +106,319 +5.7% 2.57% $90.2M 2024-05-13 $44.61
2023 Q4 REDUCED 1,877,455 -154,063 -7.6% 2.72% $93.6M 2024-02-06 $38.32
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Van Berkom & Associates Inc. and OZK

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

How long has Van Berkom & Associates Inc. reported owning OZK?

Van Berkom & Associates Inc. reported OZK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OZK position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for OZK was 2.72% in 2023 Q4.

What is the latest reported OZK position on this page?

The most recent filing on this page is 2025 Q4, when Van Berkom & Associates Inc. reported 1,869,432 shares, equal to 2.48% of portfolio, with an estimated market value of $86.0M.

What does the chart on this OZK ownership page compare?

The chart compares Van Berkom & Associates Inc.'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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