AI
OZK icon

Atria Investments’s Bank OZK OZK Stock Holding History

Atria Investments’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 		$822K Buy
15,783
+851
+6% +$41.4K 0.01% 1222
2026
Q1 		$685K Sell
14,932
-2,565
-15% -$121K 0.01% 1280
2025
Q4 		$805K Buy
17,497
+4,775
+38% +$223K 0.01% 1182
2025
Q3 		$649K Buy
12,722
+970
+8% +$49.5K 0.01% 1283
2025
Q2 		$553K Buy
11,752
+3,844
+49% +$168K 0.01% 1362
2025
Q1 		$344K Buy
+7,908
New +$374K ﹤0.01% 1546
2024
Q4 		– Sell
-8,787
Closed -$378K – 1948
2024
Q3 		$378K Sell
8,787
-177
-2% -$7.54K ﹤0.01% 1477
2024
Q2 		$368K Buy
+8,964
New +$390K ﹤0.01% 1468
2021
Q3 		– Sell
-43,464
Closed -$1.83M – 815
2021
Q2 		$1.83M Buy
43,464
+18,417
+74% +$768K 0.04% 534
2021
Q1 		$1.02M Buy
+25,047
New +$986K 0.02% 694
2018
Q2 		– Sell
-4,958
Closed -$239K – 995
2018
Q1 		$239K Buy
+4,958
New +$251K 0.01% 754

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Atria Investments's OZK Position: Q2 2026 in Review

Atria Investments increased its Bank OZK (OZK) stake by 5.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 15,783 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1222.

Atria Investments first reported a position in OZK in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2021. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Atria Investments held 15,783 shares of Bank OZK worth $822K as of Q2 2026.
  • Atria Investments bought 851 Bank OZK shares in Q2 2026, an estimated $41.4K.
  • Bank OZK made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1222 holding.
  • Atria Investments first reported a position in Bank OZK in Q1 2018 and has held it in 11 quarters since.
  • Atria Investments's Bank OZK position peaked at $1.83M in Q2 2021.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.