A
OZK icon

AlphaQuest’s Bank OZK OZK Stock Holding History

AlphaQuest’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
Q1 		– Sell
-79,429
Closed -$3.66M – 1454
2025
Q4 		$3.66M Buy
79,429
+698
+0.9% +$32.7K 0.2% 65
2025
Q3 		$4.01M Buy
78,731
+30,888
+65% +$1.58M 0.26% 53
2025
Q2 		$2.25M Buy
47,843
+25,348
+113% +$1.11M 0.22% 59
2025
Q1 		$977K Sell
22,495
-9,970
-31% -$472K 0.11% 294
2024
Q4 		$1.45M Sell
32,465
-26,350
-45% -$1.21M 0.19% 133
2024
Q3 		$2.53M Buy
58,815
+57,439
+4,174% +$2.45M 0.23% 84
2024
Q2 		$56.4K Sell
1,376
-44,903
-97% -$1.95M 0.01% 1053
2024
Q1 		$2.1M Buy
46,279
+16,104
+53% +$721K 0.37% 33
2023
Q4 		$1.5M Buy
+30,175
New +$1.24M 0.32% 55

Other funds holding OZK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return