Abel Hall LLC’s Bank OZK OZK Stock Holding History

Abel Hall LLC’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Buy	6,350 +312	+5%	+$15.2K	0.06%	432
2026 Q1	$277K	Buy	+6,038	New	+$284K	0.06%	450

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Abel Hall LLC's OZK Position: Q2 2026 in Review

Abel Hall LLC increased its Bank OZK (OZK) stake by 5.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 6,350 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #432.

Abel Hall LLC first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Abel Hall LLC held 6,350 shares of Bank OZK worth $331K as of Q2 2026.
Abel Hall LLC bought 312 Bank OZK shares in Q2 2026, an estimated $15.2K.
Bank OZK made up 0.06% of Abel Hall LLC's portfolio in Q2 2026, its #432 holding.
Abel Hall LLC first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.