Bayesian Capital Management’s Bank OZK OZK Stock Holding History

Bayesian Capital Management’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
2025 Q1	–	Sell	-7,283	Closed	-$324K	–	874
2024 Q4	$324K	Buy	7,283 +1,627	+29%	+$74.4K	0.04%	469
2024 Q3	$243K	Sell	5,656 -14,300	-72%	-$609K	0.03%	524
2024 Q2	$818K	Buy	+19,956	New	+$868K	0.09%	276
2024 Q1	–	Sell	-16,399	Closed	-$817K	–	1026
2023 Q4	$817K	Sell	16,399 -2,500	-13%	-$103K	0.09%	275
2023 Q3	$701K	Buy	18,899 +6,300	+50%	+$255K	0.08%	289
2023 Q2	$506K	Buy	+12,599	New	+$452K	0.05%	403
2022 Q3	–	Sell	-7,871	Closed	-$295K	–	941
2022 Q2	$295K	Buy	7,871 +681	+9%	+$26.9K	0.05%	489
2022 Q1	$307K	Buy	+7,190	New	+$335K	0.05%	511
2021 Q2	–	Sell	-6,500	Closed	-$266K	–	586
2021 Q1	$266K	Buy	+6,500	New	+$256K	0.06%	379
2019 Q3	–	Sell	-25,786	Closed	-$776K	–	643
2019 Q2	$776K	Buy	+25,786	New	+$799K	0.16%	180
2017 Q1	–	Sell	-6,461	Closed	-$340K	–	630
2016 Q4	$340K	Buy	+6,461	New	+$288K	0.08%	396

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors

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

American Century Companies

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return