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OZK icon

Ancora Advisors’s Bank OZK OZK Stock Holding History

Ancora Advisors’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 		– Sell
-675
Closed -$31K – 2265
2026
Q1 		$31K Buy
675
+157
+30% +$7.4K ﹤0.01% 1345
2025
Q4 		$23.8K Buy
+518
New +$24.2K ﹤0.01% 1478
2024
Q3 		– Sell
-25
Closed -$1.02K – 1859
2024
Q2 		$1.02K Buy
+25
New +$1.09K ﹤0.01% 1652
2020
Q2 		– Sell
-2,060
Closed -$34K – 1409
2020
Q1 		$34K Hold
2,060
– – ﹤0.01% 960
2019
Q4 		$63K Buy
+2,060
New +$60.4K ﹤0.01% 850

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ancora Advisors's OZK Position: Q2 2026 in Review

Ancora Advisors sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 675 shares — an estimated $31K sold.

Ancora Advisors first reported a position in OZK in Q4 2019 and held it in 5 quarters. The position peaked at $63K in Q4 2019. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Ancora Advisors reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 675 Bank OZK shares in Q2 2026, an estimated $31K.
  • Ancora Advisors first reported a position in Bank OZK in Q4 2019 and held it in 5 quarters.
  • Ancora Advisors's Bank OZK position peaked at $63K in Q4 2019.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.