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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → OZKAP
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management OZKAP Position History
Bank OZK • Financial Services
Quarters held
6
Latest value
$355K
Q3 2026
Peak value
$750K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $350K |
| Q1 2026 | $51K |
| Q2 2026 | $207K |
| Q2 2026 | $454K |
| Q3 2026 | $750K |
| Q3 2026 | $355K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $355K | 7.7K | — | — |
| Q3 2026 | $750K | 16.3K | — | — |
| Q2 2026 | $454K | 8.7K | — | — |
| Q2 2026 | $207K | 4.0K | — | — |
| Q1 2026 | $51K | 1.1K | — | — |
| Q1 2026 | $350K | 7.6K | — | — |
Other funds holding OZKAP
$379.2M
$319.6M
$316.5M
$316.5M
$281.7M
$281.1M
$244.6M
$168.4M