Jefferies Group's OZK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 79,200 shares of Bank OZK (OZK) worth $4.13 M, representing 0.03% 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 Q2 2026, adding 79,200 shares. Largest reduction occurred in Q1 2026, reducing 89,003 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +79,200 | New Buy | 79,200 | $52.09 |
| Q1 2026 | -89,003 | Sold Out | 0 | $0.00 |
| Q4 2025 | +49,753 | Add 126.76% | 89,003 | $46.02 |
| Q3 2025 | +39,250 | New Buy | 39,250 | $50.98 |
| Q1 2025 | -19,163 | Sold Out | 0 | $0.00 |
| Q4 2024 | +19,163 | New Buy | 19,163 | $44.53 |
| Q1 2024 | -13,250 | Sold Out | 0 | $0.00 |
| Q4 2023 | -49,750 | Reduce 78.97% | 13,250 | $49.83 |
| Q3 2023 | +27,200 | Add 75.98% | 63,000 | $37.07 |
| Q2 2023 | +35,800 | New Buy | 35,800 | $40.16 |
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.
Jefferies Group's largest addition to Bank OZK (OZK) was in Q2 2026, adding 79,200 shares worth $4.13 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 79,200 shares of Bank OZK (OZK), valued at approximately $4.13 M.
As of the Q2 2026 filing, Bank OZK (OZK) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Bank OZK (OZK) was 89,003 shares, as reported at the end of Q4 2025.