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
2020 Q2	–	Sell	-28,700	Closed	-$479K	–	453
2020 Q1	$479K	Buy	+28,700	New	+$738K	0.04%	211

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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.