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Bridgewater Associates’s Bank OZK OZK Stock Holding History

Bridgewater Associates’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 		$13M Buy
283,220
+64,902
+30% +$3.06M 0.06% 220
2025
Q4 		$10M Buy
218,318
+112,784
+107% +$5.28M 0.04% 354
2025
Q3 		$5.38M Buy
+105,534
New +$5.39M 0.02% 484
2023
Q1 		– Sell
-42,540
Closed -$1.7M – 849
2022
Q4 		$1.7M Buy
42,540
+13,667
+47% +$587K 0.01% 558
2022
Q3 		$1.14M Buy
28,873
+19,230
+199% +$774K 0.01% 675
2022
Q2 		$362K Sell
9,643
-4,033
-29% -$159K ﹤0.01% 927
2022
Q1 		$584K Sell
13,676
-9,420
-41% -$439K ﹤0.01% 869
2021
Q4 		$1.07M Sell
23,096
-27,505
-54% -$1.25M 0.01% 558
2021
Q3 		$2.17M Buy
50,601
+11,636
+30% +$485K 0.01% 426
2021
Q2 		$1.64M Buy
38,965
+182
+0.5% +$7.59K 0.01% 522
2021
Q1 		$1.58M Buy
38,783
+20,103
+108% +$792K 0.01% 292
2020
Q4 		$584K Buy
+18,680
New +$505K 0.01% 444
2020
Q1 		– Sell
-26,656
Closed -$813K – 545
2019
Q4 		$813K Buy
+26,656
New +$782K 0.01% 348

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bridgewater Associates's OZK Position: Q1 2026 in Review

Bridgewater Associates increased its Bank OZK (OZK) stake by 30% in Q1 2026, buying an estimated $3.06M and bringing the position to 283,220 shares worth $13M. The position accounts for 0.06% of the portfolio, ranked #220.

Bridgewater Associates first reported a position in OZK in Q4 2019 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Bridgewater Associates held 283,220 shares of Bank OZK worth $13M as of Q1 2026.
  • Bridgewater Associates bought 64,902 Bank OZK shares in Q1 2026, an estimated $3.06M.
  • Bank OZK made up 0.06% of Bridgewater Associates's portfolio in Q1 2026, its #220 holding.
  • Bridgewater Associates first reported a position in Bank OZK in Q4 2019 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.