Rafferty Asset Management Trims Stake in Bank OZK

Asset manager reduces holdings in regional bank by 13.6% in Q3

Mar. 3, 2026 at 5:47am

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Rafferty Asset Management LLC cut its stake in shares of Bank OZK (NASDAQ:OZK) by 13.6% in the third quarter, according to a recent SEC filing. The fund now owns 153,281 shares of the company's stock, down from 177,480 shares previously.

Why it matters

Bank OZK is a regional commercial bank based in Little Rock, Arkansas that has grown through a combination of organic expansion and acquisitions. Institutional investors like Rafferty closely monitor the bank's performance and holdings as it navigates the competitive banking landscape.

The details

Rafferty Asset Management sold 24,199 shares of Bank OZK stock in Q3 2026, reducing its total position to 153,281 shares. The asset manager now owns about 0.13% of the bank's outstanding shares. Bank OZK's stock price has traded in a range of $35.71 to $53.66 over the past 52 weeks.

  • Rafferty Asset Management filed its Q3 2026 holdings disclosure on March 3, 2026.

The players

Rafferty Asset Management LLC

An asset management firm that invests in a variety of securities, including shares of Bank OZK.

Bank OZK

A regional commercial bank headquartered in Little Rock, Arkansas that provides banking products and services to individual and corporate clients.

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The takeaway

Rafferty's reduced stake in Bank OZK suggests the asset manager may see limited upside in the regional bank's stock in the near term, though the bank continues to be held in the firm's portfolio. Investors will watch to see if other major shareholders make similar moves in the coming quarters.