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OZK icon

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
Q2 		$15M Buy
287,790
+4,570
+2% +$223K 0.06% 260
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 $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 $3.38T AUM 44.17% 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

Bridgewater Associates's OZK Position: Q2 2026 in Review

Bridgewater Associates increased its Bank OZK (OZK) stake by 1.6% in Q2 2026, buying an estimated $223K and bringing the position to 287,790 shares worth $15M. The position accounts for 0.06% of the portfolio, ranked #260.

Bridgewater Associates first reported a position in OZK in Q4 2019 and has held it in 14 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Bridgewater Associates held 287,790 shares of Bank OZK worth $15M as of Q2 2026.
  • Bridgewater Associates bought 4,570 Bank OZK shares in Q2 2026, an estimated $223K.
  • Bank OZK made up 0.06% of Bridgewater Associates's portfolio in Q2 2026, its #260 holding.
  • Bridgewater Associates first reported a position in Bank OZK in Q4 2019 and has held it in 14 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.