Bank OZK’s Blackstone BX Stock Holding History

Bank OZK’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.35M	Buy	20,413 +1,099	+6%	+$143K	0.83%	48
2025 Q4	$2.98M	Buy	19,314 +253	+1%	+$38.4K	1.05%	29
2025 Q3	$3.26M	Buy	19,061 +1,611	+9%	+$276K	1.15%	28
2025 Q2	$2.61M	Buy	17,450 +633	+4%	+$87K	1%	31
2025 Q1	$2.35M	Buy	16,817 +2,808	+20%	+$456K	0.98%	34
2024 Q4	$2.42M	Buy	14,009 +1,321	+10%	+$230K	1%	30
2024 Q3	$1.94M	Sell	12,688 -140	-1%	-$19.4K	0.8%	42
2024 Q2	$1.59M	Buy	12,828 +1,359	+12%	+$167K	0.69%	50
2024 Q1	$1.51M	Buy	11,469 +1,280	+13%	+$160K	0.67%	50
2023 Q4	$1.33M	Buy	10,189 +714	+8%	+$77.2K	0.65%	55
2023 Q3	$1.02M	Buy	9,475 +5,733	+153%	+$597K	0.56%	65
2023 Q2	$348K	Buy	+3,742	New	+$323K	0.17%	119

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank OZK's BX Position: Q1 2026 in Review

Bank OZK increased its Blackstone (BX) stake by 5.7% in Q1 2026, buying an estimated $143K and bringing the position to 20,413 shares worth $2.35M. The position accounts for 0.83% of the portfolio, ranked #48.

Bank OZK first reported a position in BX in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bank OZK held 20,413 shares of Blackstone worth $2.35M as of Q1 2026.
Bank OZK bought 1,099 Blackstone shares in Q1 2026, an estimated $143K.
Blackstone made up 0.83% of Bank OZK's portfolio in Q1 2026, its #48 holding.
Bank OZK first reported a position in Blackstone in Q2 2023 and has held it in 12 quarters since.
Bank OZK's Blackstone position peaked at $3.26M in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.