Baird Financial Group’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81M | Buy |
54,025
+7,507
| +16% | +$366K | ﹤0.01% | 973 |
|
|
2026
Q1 | $2.13M | Buy |
46,518
+2,847
| +7% | +$134K | ﹤0.01% | 1020 |
|
|
2025
Q4 | $2.01M | Sell |
43,671
-2,791
| -6% | -$131K | ﹤0.01% | 1039 |
|
|
2025
Q3 | $2.37M | Buy |
46,462
+491
| +1% | +$25.1K | ﹤0.01% | 988 |
|
|
2025
Q2 | $2.16M | Sell |
45,971
-109
| -0.2% | -$4.77K | ﹤0.01% | 990 |
|
|
2025
Q1 | $2M | Buy |
46,080
+25,067
| +119% | +$1.19M | ﹤0.01% | 965 |
|
|
2024
Q4 | $936K | Buy |
21,013
+3,911
| +23% | +$179K | ﹤0.01% | 1201 |
|
|
2024
Q3 | $735K | Buy |
17,102
+2,423
| +17% | +$103K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $602K | Buy |
14,679
+5,381
| +58% | +$234K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $423K | Buy |
+9,298
| New | +$416K | ﹤0.01% | 1449 |
|
|
2023
Q2 | – | Sell |
-7,077
| Closed | -$242K | – | 1738 |
|
|
2023
Q1 | $242K | Buy |
7,077
+224
| +3% | +$9.4K | ﹤0.01% | 1565 |
|
|
2022
Q4 | $274K | Buy |
+6,853
| New | +$294K | ﹤0.01% | 1489 |
|
|
2022
Q3 | – | Sell |
-12,078
| Closed | -$453K | – | 1799 |
|
|
2022
Q2 | $453K | Buy |
12,078
+100
| +0.8% | +$3.95K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $511K | Sell |
11,978
-1,498
| -11% | -$69.8K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $627K | Sell |
13,476
-3,981
| -23% | -$182K | ﹤0.01% | 1384 |
|
|
2021
Q3 | $750K | Buy |
17,457
+8,957
| +105% | +$373K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $358K | Hold |
8,500
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q1 | $347K | Hold |
8,500
| – | – | ﹤0.01% | 1471 |
|
|
2020
Q4 | $266K | Buy |
+8,500
| New | +$230K | ﹤0.01% | 1403 |
|
|
2020
Q3 | – | Sell |
-8,559
| Closed | -$201K | – | 1550 |
|
|
2020
Q2 | $201K | Buy |
+8,559
| New | +$184K | ﹤0.01% | 1422 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$244K | – | 1519 |
|
|
2019
Q4 | $244K | Hold |
8,000
| – | – | ﹤0.01% | 1407 |
|
|
2019
Q3 | $218K | Hold |
8,000
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q2 | $241K | Buy |
+8,000
| New | +$248K | ﹤0.01% | 1408 |
|
|
2018
Q3 | – | Sell |
-4,669
| Closed | -$210K | – | 1355 |
|
|
2018
Q2 | $210K | Sell |
4,669
-203
| -4% | -$9.67K | ﹤0.01% | 1231 |
|
|
2018
Q1 | $235K | Buy |
+4,872
| New | +$247K | ﹤0.01% | 1177 |
|
Other funds holding OZK
WA
Baird Financial Group's OZK Position: Q2 2026 in Review
Baird Financial Group increased its Bank OZK (OZK) stake by 16% in Q2 2026, buying an estimated $366K and bringing the position to 54,025 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #973.
Baird Financial Group first reported a position in OZK in Q1 2018 and has held it in 25 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.
- Baird Financial Group held 54,025 shares of Bank OZK worth $2.81M as of Q2 2026.
- Baird Financial Group bought 7,507 Bank OZK shares in Q2 2026, an estimated $366K.
- Bank OZK made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #973 holding.
- Baird Financial Group first reported a position in Bank OZK in Q1 2018 and has held it in 25 quarters since.
- 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.
Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.