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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
Q2 		– Sell
-25
Closed -$1.15K – 977
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 $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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Annis Gardner Whiting Capital Advisors's OZK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 25 shares — an estimated $1.15K sold.

Annis Gardner Whiting Capital Advisors first reported a position in OZK in Q1 2024 and held it in 4 quarters. The position peaked at $43.1K in Q1 2024. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 25 Bank OZK shares in Q2 2026, an estimated $1.15K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Bank OZK in Q1 2024 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Bank OZK position peaked at $43.1K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.