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Atom Investors’s Bank OZK OZK Stock Holding History

Atom Investors’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
Q1 		– Sell
-6,097
Closed -$271K – 612
2024
Q4 		$271K Buy
+6,097
New +$279K 0.03% 393
2020
Q4 		– Sell
-18,317
Closed -$391K – 517
2020
Q3 		$391K Buy
+18,317
New +$427K 0.04% 272
2019
Q2 		– Sell
-18,469
Closed -$535K – 562
2019
Q1 		$535K Buy
+18,469
New +$559K 0.05% 305

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atom Investors's OZK Position: Q1 2025 in Review

Atom Investors sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 6,097 shares — an estimated $271K sold.

Atom Investors first reported a position in OZK in Q1 2019 and held it in 3 quarters. The position peaked at $535K in Q1 2019. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Atom Investors reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Atom Investors sold 6,097 Bank OZK shares in Q1 2025, an estimated $271K.
  • Atom Investors first reported a position in Bank OZK in Q1 2019 and held it in 3 quarters.
  • Atom Investors's Bank OZK position peaked at $535K in Q1 2019.
  • 480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.