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Arrowpoint Investment Partners’s Bank OZK OZK Stock Holding History

Arrowpoint Investment 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
2025
Q2 		– Sell
-5,431
Closed -$236K – 643
2025
Q1 		$236K Buy
5,431
+2,061
+61% +$97.5K 0.03% 664
2024
Q4 		$150K Buy
+3,370
New +$154K 0.03% 468

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowpoint Investment Partners's OZK Position: Q2 2025 in Review

Arrowpoint Investment Partners sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 5,431 shares — an estimated $236K sold.

Arrowpoint Investment Partners first reported a position in OZK in Q4 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2025. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Arrowpoint Investment Partners reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • Arrowpoint Investment Partners sold 5,431 Bank OZK shares in Q2 2025, an estimated $236K.
  • Arrowpoint Investment Partners first reported a position in Bank OZK in Q4 2024 and held it in 2 quarters.
  • Arrowpoint Investment Partners's Bank OZK position peaked at $236K in Q1 2025.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.