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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bare Financial Services's OZK Position: Q1 2026 in Review

Bare Financial Services increased its Bank OZK (OZK) stake by 0.27% in Q1 2026, buying an estimated $94 and bringing the position to 744 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #98.

Bare Financial Services first reported a position in OZK in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.8K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Bare Financial Services held 744 shares of Bank OZK worth $34.1K as of Q1 2026.
Bare Financial Services bought 2 Bank OZK shares in Q1 2026, an estimated $94.
Bank OZK made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #98 holding.
Bare Financial Services first reported a position in Bank OZK in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's Bank OZK position peaked at $37.8K in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.