AAP
OZK icon

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
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
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

Arax Advisory Partners's OZK Position: Q1 2026 in Review

Arax Advisory Partners increased its Bank OZK (OZK) stake by 103% in Q1 2026, buying an estimated $47.5K and bringing the position to 1,987 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Arax Advisory Partners first reported a position in OZK in Q2 2021 and has held it in 20 quarters since. The position peaked at $891K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Arax Advisory Partners held 1,987 shares of Bank OZK worth $94.1K as of Q1 2026.
  • Arax Advisory Partners bought 1,009 Bank OZK shares in Q1 2026, an estimated $47.5K.
  • Bank OZK made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1416 holding.
  • Arax Advisory Partners first reported a position in Bank OZK in Q2 2021 and has held it in 20 quarters since.
  • Arax Advisory Partners's Bank OZK position peaked at $891K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.