Jefferies Group's OZK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 39,250 shares of Bank OZK (OZK) worth $2 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 27,200 shares. Largest reduction occurred in Q4 2023, reducing 49,750 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Bank OZK (OZK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank OZK (OZK) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +35,800 | New Buy | 35,800 | $40.16 |
| Q3 2023 | +27,200 | Add 75.98% | 63,000 | $37.07 |
| Q4 2023 | -49,750 | Reduce 78.97% | 13,250 | $49.83 |
| Q1 2024 | -13,250 | Sold Out | 13,250 | $0.00 |
| Q4 2024 | +19,163 | New Buy | 19,163 | $44.53 |
| Q1 2025 | -19,163 | Sold Out | 19,163 | $0.00 |
| Q3 2025 | +39,250 | New Buy | 39,250 | $50.98 |
Jefferies Group's Bank OZK Investment FAQs
Jefferies Group first purchased Bank OZK (OZK) in Q2 2023, acquiring 35,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bank OZK (OZK) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Bank OZK (OZK) was in Q3 2025, adding 39,250 shares worth $2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 39,250 shares of Bank OZK (OZK), valued at approximately $2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bank OZK (OZK) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Bank OZK (OZK) was 63,000 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.