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Bell Investment Advisors’s Bank OZK OZK Stock Holding History

Bell Investment Advisors’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 		$2.92K Hold
56
– – ﹤0.01% 1205
2026
Q1 		$2.57K Hold
56
– – ﹤0.01% 1236
2025
Q4 		$2.58K Hold
56
– – ﹤0.01% 1258
2025
Q3 		$2.85K Sell
56
-69
-55% -$3.52K ﹤0.01% 1187
2025
Q2 		$5.88K Buy
125
+30
+32% +$1.31K ﹤0.01% 912
2025
Q1 		$4.13K Sell
95
-1
-1% -$47 ﹤0.01% 1008
2024
Q4 		$4.28K Buy
96
+69
+256% +$3.16K ﹤0.01% 993
2024
Q3 		$1.16K Hold
27
– – ﹤0.01% 1548
2024
Q2 		$1.11K Hold
27
– – ﹤0.01% 1582
2024
Q1 		$1.23K Hold
27
– – ﹤0.01% 1536
2023
Q4 		$1.35K Buy
+27
New +$1.11K ﹤0.01% 1485
2023
Q2 		– Sell
-47
Closed -$1.61K – 1970
2023
Q1 		$1.61K Buy
+47
New +$1.97K ﹤0.01% 1372
2022
Q4 		– Sell
-13
Closed -$1K – 2000
2022
Q3 		$1K Buy
+13
New +$523 ﹤0.01% 1513
2021
Q4 		$2K Buy
45
+28
+165% +$1.28K ﹤0.01% 1196
2021
Q3 		$1K Buy
+17
New +$708 ﹤0.01% 1502

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

Bell Investment Advisors's OZK Position: Q2 2026 in Review

Bell Investment Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 56 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Bell Investment Advisors first reported a position in OZK in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.88K in Q2 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Bell Investment Advisors held 56 shares of Bank OZK worth $2.92K as of Q2 2026.
  • Bell Investment Advisors left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1205 holding.
  • Bell Investment Advisors first reported a position in Bank OZK in Q3 2021 and has held it in 15 quarters since.
  • Bell Investment Advisors's Bank OZK position peaked at $5.88K in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.