Arax Advisory Partners’s Bank OZK OZK Stock Holding History

Arax Advisory Partners’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	$749K	Buy	14,387 +12,400	+624%	+$604K	0.01%	1374
2026 Q1	$94.1K	Buy	1,987 +1,009	+103%	+$47.5K	﹤0.01%	1416
2025 Q4	$45K	Sell	978 -16,492	-94%	-$771K	﹤0.01%	1660
2025 Q3	$891K	Buy	17,470 +14,571	+503%	+$744K	0.01%	683
2025 Q2	$136K	Buy	2,899 +524	+22%	+$22.9K	0.01%	806
2025 Q1	$103K	Buy	2,375 +1,931	+435%	+$91.3K	0.01%	718
2024 Q4	$19.8K	Sell	444 -40	-8%	-$1.83K	﹤0.01%	1213
2024 Q3	$20.8K	Buy	484 +357	+281%	+$15.2K	﹤0.01%	1069
2024 Q2	$5.23K	Sell	127 -804	-86%	-$35K	﹤0.01%	1578
2024 Q1	$42.3K	Buy	931 +2	+0.2%	+$90	﹤0.01%	530
2023 Q4	$46.3K	Buy	929 +699	+304%	+$28.8K	0.01%	495
2023 Q3	$8.53K	Buy	230 +1	+0.4%	+$41	﹤0.01%	758
2023 Q2	$9.21K	Buy	229 +43	+23%	+$1.54K	﹤0.01%	722
2023 Q1	$6.38K	Buy	186 +3	+2%	+$126	﹤0.01%	789
2022 Q4	$7.32K	Sell	183 -22	-11%	-$944	﹤0.01%	700
2022 Q3	$8K	Hold	205	–	–	﹤0.01%	696
2022 Q2	$8K	Hold	205	–	–	﹤0.01%	688
2022 Q1	$9K	Sell	205 -2	-1%	-$93	﹤0.01%	672
2021 Q4	$10K	Buy	207 +1	+0.5%	+$46	﹤0.01%	663
2021 Q3	$9K	Buy	206 +1	+0.5%	+$42	﹤0.01%	665
2021 Q2	$9K	Buy	+205	New	+$8.55K	﹤0.01%	681

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arax Advisory Partners's OZK Position: Q2 2026 in Review

Arax Advisory Partners increased its Bank OZK (OZK) stake by 624% in Q2 2026, buying an estimated $604K and bringing the position to 14,387 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #1374.

Arax Advisory Partners first reported a position in OZK in Q2 2021 and has held it in 21 quarters since. The position peaked at $891K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Arax Advisory Partners held 14,387 shares of Bank OZK worth $749K as of Q2 2026.
Arax Advisory Partners bought 12,400 Bank OZK shares in Q2 2026, an estimated $604K.
Bank OZK made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1374 holding.
Arax Advisory Partners first reported a position in Bank OZK in Q2 2021 and has held it in 21 quarters since.
Arax Advisory Partners's Bank OZK position peaked at $891K in Q3 2025.
529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.