BEI
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Benjamin Edwards Inc’s Bank OZK OZK Stock Holding History

Benjamin Edwards Inc’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 		$613K Buy
11,770
+202
+2% +$9.84K 0.01% 980
2026
Q1 		$531K Buy
11,568
+586
+5% +$27.6K 0.01% 978
2025
Q4 		$506K Buy
10,982
+578
+6% +$27K 0.01% 947
2025
Q3 		$531K Buy
10,404
+1,301
+14% +$66.5K 0.01% 913
2025
Q2 		$428K Buy
9,103
+1,119
+14% +$49K 0.01% 893
2025
Q1 		$347K Buy
7,984
+718
+10% +$34K ﹤0.01% 899
2024
Q4 		$324K Sell
7,266
-106
-1% -$4.85K ﹤0.01% 958
2024
Q3 		$317K Buy
7,372
+2,474
+51% +$105K ﹤0.01% 934
2024
Q2 		$201K Buy
4,898
+708
+17% +$30.8K 0.04% 341
2024
Q1 		$190K Buy
4,190
+1,208
+41% +$54.1K 0.04% 340
2023
Q4 		$149K Buy
+2,982
New +$123K 0.03% 369

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's OZK Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Bank OZK (OZK) stake by 1.7% in Q2 2026, buying an estimated $9.84K and bringing the position to 11,770 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #980.

Benjamin Edwards Inc first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Benjamin Edwards Inc held 11,770 shares of Bank OZK worth $613K as of Q2 2026.
  • Benjamin Edwards Inc bought 202 Bank OZK shares in Q2 2026, an estimated $9.84K.
  • Bank OZK made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #980 holding.
  • Benjamin Edwards Inc first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.