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Annis Gardner Whiting Capital Advisors’s Bank OZK OZK Stock Holding History

Annis Gardner Whiting Capital 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 		$1.15K Buy
+25
New +$1.18K ﹤0.01% 1130
2025
Q4 		– Sell
-2
Closed -$102 – 1319
2025
Q3 		$102 Buy
+2
New +$102 ﹤0.01% 1159
2024
Q3 		– Sell
-922
Closed -$37.8K – 888
2024
Q2 		$37.8K Sell
922
-26
-3% -$1.13K 0.01% 452
2024
Q1 		$43.1K Buy
+948
New +$42.4K 0.02% 405

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

Annis Gardner Whiting Capital Advisors's OZK Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Bank OZK (OZK) in Q1 2026: 25 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Annis Gardner Whiting Capital Advisors previously reported a position in OZK as recently as Q3 2025.

Annis Gardner Whiting Capital Advisors first reported a position in OZK in Q1 2024 and has held it in 4 quarters since. The position peaked at $43.1K in Q1 2024. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 25 shares of Bank OZK worth $1.15K as of Q1 2026.
  • Bank OZK was a new Annis Gardner Whiting Capital Advisors position in Q1 2026.
  • Bank OZK made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1130 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Bank OZK in Q1 2024 and has held it in 4 quarters since.
  • Annis Gardner Whiting Capital Advisors's Bank OZK position peaked at $43.1K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.