BFS
OZK icon

Bare Financial Services’s Bank OZK OZK Stock Holding History

Bare Financial Services’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 		$38.8K Hold
744
– – 0.01% 122
2026
Q1 		$34.1K Buy
744
+2
+0.3% +$94 0.01% 98
2025
Q4 		$34.1K Hold
742
– – 0.01% 98
2025
Q3 		$37.8K Hold
742
– – 0.01% 87
2025
Q2 		$34.9K Hold
742
– – 0.01% 85
2025
Q1 		$32.2K Buy
742
+13
+2% +$615 0.01% 71
2024
Q4 		$32.5K Hold
729
– – 0.01% 71
2024
Q3 		$31.3K Hold
729
– – 0.01% 69
2024
Q2 		$34.2K Hold
729
– – 0.02% 67
2024
Q1 		$32.5K Hold
729
– – 0.03% 63
2023
Q4 		$36.3K Buy
+729
New +$30K 0.07% 51

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

Bare Financial Services's OZK Position: Q2 2026 in Review

Bare Financial Services held its Bank OZK (OZK) position steady in Q2 2026 at 744 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #122.

Bare Financial Services first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. 528 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Bare Financial Services held 744 shares of Bank OZK worth $38.8K as of Q2 2026.
  • Bare Financial Services left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #122 holding.
  • Bare Financial Services first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
  • 528 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.