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OZK icon

B. Metzler seel. Sohn & Co’s Bank OZK OZK Stock Holding History

B. Metzler seel. Sohn & Co’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 		$4.16M Sell
79,862
-17,576
-18% -$856K 0.04% 275
2026
Q1 		$4.47M Sell
97,438
-6,830
-7% -$322K 0.04% 239
2025
Q4 		$4.8M Buy
104,268
+12,910
+14% +$604K 0.04% 223
2025
Q3 		$4.66M Buy
91,358
+28,556
+45% +$1.46M 0.04% 218
2025
Q2 		$2.96M Sell
62,802
-26,002
-29% -$1.14M 0.03% 302
2025
Q1 		$3.86M Buy
88,804
+867
+1% +$41K 0.04% 217
2024
Q4 		$3.92M Buy
87,937
+2,072
+2% +$94.8K 0.04% 210
2024
Q3 		$3.69M Buy
85,865
+170
+0.2% +$7.24K 0.04% 253
2024
Q2 		$3.51M Sell
85,695
-1,606
-2% -$69.9K 0.03% 247
2024
Q1 		$3.97M Sell
87,301
-8,066
-8% -$361K 0.04% 231
2023
Q4 		$4.75M Buy
95,367
+1,259
+1% +$51.9K 0.06% 185
2023
Q3 		$3.49M Sell
94,108
-104,272
-53% -$4.22M 0.05% 216
2023
Q2 		$7.97M Buy
198,380
+99,190
+100% +$3.56M 0.11% 131
2023
Q1 		$3.39M Sell
99,190
-1,805
-2% -$75.7K 0.05% 205
2022
Q4 		$4.05M Buy
100,995
+24,836
+33% +$1.07M 0.07% 181
2022
Q3 		$3.01M Sell
76,159
-10,395
-12% -$418K 0.05% 210
2022
Q2 		$3.25M Sell
86,554
-1,872
-2% -$73.9K 0.05% 217
2022
Q1 		$3.78M Buy
88,426
+4,944
+6% +$231K 0.05% 218
2021
Q4 		$3.87M Sell
83,482
-26,090
-24% -$1.19M 0.05% 226
2021
Q3 		$4.71M Buy
109,572
+682
+0.6% +$28.4K 0.07% 172
2021
Q2 		$4.59M Buy
108,890
+2,360
+2% +$98.4K 0.07% 159
2021
Q1 		$4.35M Buy
106,530
+13,990
+15% +$551K 0.07% 165
2020
Q4 		$2.89M Buy
+92,540
New +$2.5M 0.05% 202

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

B. Metzler seel. Sohn & Co's OZK Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Bank OZK (OZK) stake by 18% in Q2 2026, selling an estimated $856K and leaving 79,862 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #275.

B. Metzler seel. Sohn & Co first reported a position in OZK in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.97M in Q2 2023. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 79,862 shares of Bank OZK worth $4.16M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 17,576 Bank OZK shares in Q2 2026, an estimated $856K.
  • Bank OZK made up 0.04% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #275 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Bank OZK in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Bank OZK position peaked at $7.97M in Q2 2023.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.