AF
OZK icon

Aviso Financial’s Bank OZK OZK Stock Holding History

Aviso Financial’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 		$16.4K Sell
314
-15,639
-98% -$761K ﹤0.01% 235
2026
Q1 		$732K Sell
15,953
-1,589
-9% -$74.9K 0.03% 172
2025
Q4 		$807K Buy
17,542
+23
+0.1% +$1.08K 0.03% 167
2025
Q3 		$893K Sell
17,519
-762
-4% -$38.9K 0.04% 168
2025
Q2 		$860K Sell
18,281
-222
-1% -$9.71K 0.04% 165
2025
Q1 		$804K Sell
18,503
-571
-3% -$27K 0.04% 163
2024
Q4 		$849K Sell
19,074
-158
-0.8% -$7.23K 0.04% 163
2024
Q3 		$827K Sell
19,232
-616
-3% -$26.2K 0.04% 163
2024
Q2 		$814K Buy
+19,848
New +$864K 0.05% 157

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

Aviso Financial's OZK Position: Q2 2026 in Review

Aviso Financial reduced its Bank OZK (OZK) stake by 98% in Q2 2026, selling an estimated $761K and leaving 314 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Aviso Financial first reported a position in OZK in Q2 2024 and has held it in 9 quarters since. The position peaked at $893K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Aviso Financial held 314 shares of Bank OZK worth $16.4K as of Q2 2026.
  • Aviso Financial sold 15,639 Bank OZK shares in Q2 2026, an estimated $761K.
  • Bank OZK made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #235 holding.
  • Aviso Financial first reported a position in Bank OZK in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Bank OZK position peaked at $893K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.