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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
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 $5.72T 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

Ancora Advisors's OZK Position: Q1 2026 in Review

Ancora Advisors increased its Bank OZK (OZK) stake by 30% in Q1 2026, buying an estimated $7.4K and bringing the position to 675 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Ancora Advisors first reported a position in OZK in Q4 2019 and has held it in 5 quarters since. The position peaked at $63K in Q4 2019. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Ancora Advisors held 675 shares of Bank OZK worth $31K as of Q1 2026.
  • Ancora Advisors bought 157 Bank OZK shares in Q1 2026, an estimated $7.4K.
  • Bank OZK made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1345 holding.
  • Ancora Advisors first reported a position in Bank OZK in Q4 2019 and has held it in 5 quarters since.
  • Ancora Advisors's Bank OZK position peaked at $63K in Q4 2019.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.