Binnacle Investments’s Bank OZK OZK Stock Holding History

Binnacle Investments’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 Q3	$10.3K	Hold	203	–	–	0.01%	423
2025 Q2	$9.55K	Hold	203	–	–	0.01%	380
2025 Q1	$8.82K	Buy	+203	New	+$9.6K	0.01%	352

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Binnacle Investments's OZK Position: Q3 2025 in Review

Binnacle Investments held its Bank OZK (OZK) position steady in Q3 2025 at 203 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #423.

Binnacle Investments first reported a position in OZK in Q1 2025 and has held it in 3 quarters since. 524 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

Binnacle Investments held 203 shares of Bank OZK worth $10.3K as of Q3 2025.
Binnacle Investments left its Bank OZK share count unchanged in Q3 2025.
Bank OZK made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #423 holding.
Binnacle Investments first reported a position in Bank OZK in Q1 2025 and has held it in 3 quarters since.
524 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.