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OZK icon

BOK Financial’s Bank OZK OZK Stock Holding History

BOK Financial’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
Q4 		– Sell
-537
Closed -$27.4K – 1098
2025
Q3 		$27.4K Buy
+537
New +$27.4K ﹤0.01% 916
2017
Q2 		– Sell
-26,037
Closed -$1.35M – 916
2017
Q1 		$1.35M Buy
+26,037
New +$1.4M 0.04% 416
2016
Q2 		– Sell
-30,815
Closed -$1.29M – 877
2016
Q1 		$1.29M Buy
30,815
+1,258
+4% +$53K 0.05% 375
2015
Q4 		$1.46M Buy
+29,557
New +$1.48M 0.05% 363

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BOK Financial's OZK Position: Q4 2025 in Review

BOK Financial sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 537 shares — an estimated $27.4K sold.

BOK Financial first reported a position in OZK in Q4 2015 and held it in 4 quarters. The position peaked at $1.46M in Q4 2015. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • BOK Financial reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • BOK Financial sold 537 Bank OZK shares in Q4 2025, an estimated $27.4K.
  • BOK Financial first reported a position in Bank OZK in Q4 2015 and held it in 4 quarters.
  • BOK Financial's Bank OZK position peaked at $1.46M in Q4 2015.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.