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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Aviso Financial's OZK Position: Q1 2026 in Review

Aviso Financial reduced its Bank OZK (OZK) stake by 9.1% in Q1 2026, selling an estimated $74.9K and leaving 15,953 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #172.

Aviso Financial first reported a position in OZK in Q2 2024 and has held it in 8 quarters since. The position peaked at $893K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Aviso Financial held 15,953 shares of Bank OZK worth $732K as of Q1 2026.
Aviso Financial sold 1,589 Bank OZK shares in Q1 2026, an estimated $74.9K.
Bank OZK made up 0.03% of Aviso Financial's portfolio in Q1 2026, its #172 holding.
Aviso Financial first reported a position in Bank OZK in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Bank OZK position peaked at $893K in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.