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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA → OZKAP
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA OZKAP Position History
Bank OZK • Financial Services
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $43K |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 30.9K | — | — |
| Q2 2026 | $1.6M | 30.9K | — | — |
| Q1 2026 | $1.5M | 30.9K | — | — |
| Q4 2025 | $43K | 930 | — | — |
Other funds holding OZKAP
$379.2M
$319.6M
$316.5M
$316.5M
$281.7M
$281.1M
$244.6M
$168.4M