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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
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 $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

Atlas Capital Advisors's OZK Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Bank OZK (OZK) stake by 5.8% in Q1 2026, selling an estimated $2.78K and leaving 961 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #666.

Atlas Capital Advisors first reported a position in OZK in Q1 2024 and has held it in 5 quarters since. The position peaked at $140K in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Atlas Capital Advisors held 961 shares of Bank OZK worth $44.1K as of Q1 2026.
  • Atlas Capital Advisors sold 59 Bank OZK shares in Q1 2026, an estimated $2.78K.
  • Bank OZK made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #666 holding.
  • Atlas Capital Advisors first reported a position in Bank OZK in Q1 2024 and has held it in 5 quarters since.
  • Atlas Capital Advisors's Bank OZK position peaked at $140K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.