Bank of America
OZK icon

Bank of America’s Bank OZK OZK Stock Holding History

Bank of America’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
2020
Q4 		– Sell
-451,300
Closed -$9.62M – 7291
2020
Q3 		$9.62M Buy
+451,300
New +$10.5M ﹤0.01% 2331
2020
Q2 		– Sell
-39,000
Closed -$651K – 7040
2020
Q1 		$651K Buy
+39,000
New +$1M ﹤0.01% 4320

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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America's OZK Position: Q1 2026 in Review

Bank of America increased its Bank OZK (OZK) stake by 33% in Q1 2026, buying an estimated $9.06M and bringing the position to 774,253 shares worth $35.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Bank of America first reported a position in OZK in Q2 2013 and has held it in 52 quarters since. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Bank of America held 774,253 shares of Bank OZK worth $35.5M as of Q1 2026.
  • Bank of America bought 192,237 Bank OZK shares in Q1 2026, an estimated $9.06M.
  • Bank OZK made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1884 holding.
  • Bank of America first reported a position in Bank OZK in Q2 2013 and has held it in 52 quarters since.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.