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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
2026
Q2 		$365 Buy
+7
New +$341 ﹤0.01% 1144
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

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

BOK Financial's OZK Position: Q2 2026 in Review

BOK Financial opened a new position in Bank OZK (OZK) in Q2 2026: 7 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: BOK Financial previously reported a position in OZK as recently as Q3 2025.

BOK Financial first reported a position in OZK in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2015. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • BOK Financial held 7 shares of Bank OZK worth $365 as of Q2 2026.
  • Bank OZK was a new BOK Financial position in Q2 2026.
  • Bank OZK made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1144 holding.
  • BOK Financial first reported a position in Bank OZK in Q4 2015 and has held it in 5 quarters since.
  • BOK Financial's Bank OZK position peaked at $1.46M in Q4 2015.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.