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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
Q2 		$1.35M Sell
25,880
-848
-3% -$41.3K 0.14% 137
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 $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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

Aviance Capital Partners's OZK Position: Q2 2026 in Review

Aviance Capital Partners reduced its Bank OZK (OZK) stake by 3.2% in Q2 2026, selling an estimated $41.3K and leaving 25,880 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #137.

Aviance Capital Partners first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Aviance Capital Partners held 25,880 shares of Bank OZK worth $1.35M as of Q2 2026.
  • Aviance Capital Partners sold 848 Bank OZK shares in Q2 2026, an estimated $41.3K.
  • Bank OZK made up 0.14% of Aviance Capital Partners's portfolio in Q2 2026, its #137 holding.
  • Aviance Capital Partners first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • Aviance Capital Partners's Bank OZK position peaked at $1.73M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.