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 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 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

Benjamin Edwards Inc's OZK Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Bank OZK (OZK) stake by 5.3% in Q1 2026, buying an estimated $27.6K and bringing the position to 11,568 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #978.

Benjamin Edwards Inc first reported a position in OZK in Q4 2023 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Benjamin Edwards Inc held 11,568 shares of Bank OZK worth $531K as of Q1 2026.
Benjamin Edwards Inc bought 586 Bank OZK shares in Q1 2026, an estimated $27.6K.
Bank OZK made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #978 holding.
Benjamin Edwards Inc first reported a position in Bank OZK in Q4 2023 and has held it in 10 quarters since.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.