Jefferies Group's OZK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 89,003 shares of Bank OZK (OZK) worth $4.1 M, representing 0.02% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in OZK for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 49,753 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| 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 8 quarters since Q2 2023.
Jefferies Group's largest addition to Bank OZK (OZK) was in Q4 2025, adding 89,003 shares worth $4.1 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 89,003 shares of Bank OZK (OZK), valued at approximately $4.1 M.
As of the Q4 2025 filing, Bank OZK (OZK) represents approximately 0.02% 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.