Arkansas Financial Group’s Bank OZK OZK Stock Holding History

Arkansas Financial Group’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	$438K	Hold	8,410	–	–	0.06%	78
2026 Q1	$399K	Sell	8,410 -2,579	-23%	-$122K	0.06%	75
2025 Q4	$506K	Hold	10,989	–	–	0.07%	68
2025 Q3	$560K	Sell	10,989 -415	-4%	-$21.2K	0.08%	62
2025 Q2	$537K	Hold	11,404	–	–	0.08%	62
2025 Q1	$429K	Hold	11,404	–	–	0.07%	61
2024 Q4	$508K	Sell	11,404 -1,900	-14%	-$86.9K	0.08%	62
2024 Q3	$572K	Hold	13,304	–	–	0.09%	58
2024 Q2	$545K	Hold	13,304	–	–	0.1%	56
2024 Q1	$605K	Buy	+13,304	New	+$596K	0.11%	50

Other funds holding OZK

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Arkansas Financial Group's OZK Position: Q2 2026 in Review

Arkansas Financial Group held its Bank OZK (OZK) position steady in Q2 2026 at 8,410 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #78.

Arkansas Financial Group first reported a position in OZK in Q1 2024 and has held it in 10 quarters since. The position peaked at $605K in Q1 2024. 86 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Arkansas Financial Group held 8,410 shares of Bank OZK worth $438K as of Q2 2026.
Arkansas Financial Group left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up 0.06% of Arkansas Financial Group's portfolio in Q2 2026, its #78 holding.
Arkansas Financial Group first reported a position in Bank OZK in Q1 2024 and has held it in 10 quarters since.
Arkansas Financial Group's Bank OZK position peaked at $605K in Q1 2024.
86 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.