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Atlas Capital Advisors’s Bank OZK OZK Stock Holding History

Atlas 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 		$399K Buy
7,659
+6,698
+697% +$326K 0.04% 324
2026
Q1 		$44.1K Sell
961
-59
-6% -$2.78K 0.01% 666
2025
Q4 		$46.9K Buy
+1,020
New +$47.7K 0.01% 627
2025
Q2 		– Sell
-3,227
Closed -$140K – 983
2025
Q1 		$140K Buy
+3,227
New +$153K 0.02% 472
2024
Q4 		– Sell
-240
Closed -$10.3K – 961
2024
Q3 		$10.3K Buy
+240
New +$10.2K ﹤0.01% 727
2024
Q2 		– Sell
-240
Closed -$10.9K – 958
2024
Q1 		$10.9K Buy
+240
New +$10.7K ﹤0.01% 711

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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

Atlas Capital Advisors's OZK Position: Q2 2026 in Review

Atlas Capital Advisors increased its Bank OZK (OZK) stake by 697% in Q2 2026, buying an estimated $326K and bringing the position to 7,659 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #324.

Atlas Capital Advisors first reported a position in OZK in Q1 2024 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Atlas Capital Advisors held 7,659 shares of Bank OZK worth $399K as of Q2 2026.
  • Atlas Capital Advisors bought 6,698 Bank OZK shares in Q2 2026, an estimated $326K.
  • Bank OZK made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #324 holding.
  • Atlas Capital Advisors first reported a position in Bank OZK in Q1 2024 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.