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Aviance Capital Partners’s Bank OZK OZK Stock Holding History

Aviance Capital Partners’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 		$1.23M Sell
26,728
-6,754
-20% -$318K 0.14% 131
2025
Q4 		$1.54M Sell
33,482
-469
-1% -$21.9K 0.18% 112
2025
Q3 		$1.73M Sell
33,951
-1,687
-5% -$86.2K 0.21% 102
2025
Q2 		$1.68M Buy
35,638
+2,079
+6% +$90.9K 0.22% 108
2025
Q1 		$1.46M Buy
33,559
+18,218
+119% +$862K 0.21% 117
2024
Q4 		$683K Buy
+15,341
New +$702K 0.09% 180

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

Aviance Capital Partners's OZK Position: Q1 2026 in Review

Aviance Capital Partners reduced its Bank OZK (OZK) stake by 20% in Q1 2026, selling an estimated $318K and leaving 26,728 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #131.

Aviance Capital Partners first reported a position in OZK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.73M in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Aviance Capital Partners held 26,728 shares of Bank OZK worth $1.23M as of Q1 2026.
  • Aviance Capital Partners sold 6,754 Bank OZK shares in Q1 2026, an estimated $318K.
  • Bank OZK made up 0.14% of Aviance Capital Partners's portfolio in Q1 2026, its #131 holding.
  • Aviance Capital Partners first reported a position in Bank OZK in Q4 2024 and has held it in 6 quarters since.
  • Aviance Capital Partners's Bank OZK position peaked at $1.73M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.