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BTC Capital Management’s Bank OZK OZK Stock Holding History

BTC Capital Management’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 		$1.04M Buy
19,653
+195
+1% +$9.49K 0.06% 143
2026
Q1 		$893K Buy
19,458
+826
+4% +$38.9K 0.06% 150
2025
Q4 		$858K Buy
18,632
+930
+5% +$43.5K 0.06% 148
2025
Q3 		$902K Buy
17,702
+864
+5% +$44.1K 0.06% 141
2025
Q2 		$791K Buy
16,838
+311
+2% +$13.6K 0.06% 142
2025
Q1 		$718K Buy
16,527
+5,880
+55% +$278K 0.07% 141
2024
Q4 		$474K Sell
10,647
-9,075
-46% -$415K 0.04% 164
2024
Q3 		$848K Sell
19,722
-2,782
-12% -$118K 0.08% 141
2024
Q2 		$923K Buy
22,504
+559
+3% +$24.3K 0.09% 134
2024
Q1 		$998K Buy
+21,945
New +$982K 0.09% 132
2023
Q3 		$704K Buy
18,982
+304
+2% +$12.3K 0.08% 140
2023
Q2 		$746K Buy
18,678
+1,416
+8% +$50.8K 0.08% 143
2023
Q1 		$588K Buy
17,262
+1,415
+9% +$59.4K 0.07% 141
2022
Q4 		$635K Sell
15,847
-1,797
-10% -$77.1K 0.08% 144
2022
Q3 		$698K Sell
17,644
-358
-2% -$14.4K 0.09% 137
2022
Q2 		$674K Buy
18,002
+695
+4% +$27.4K 0.08% 143
2022
Q1 		$738K Buy
17,307
+6,947
+67% +$324K 0.07% 148
2021
Q4 		$483K Buy
10,360
+5,681
+121% +$259K 0.05% 183
2021
Q3 		$201K Sell
4,679
-797
-15% -$33.2K 0.02% 199
2021
Q2 		$230K Sell
5,476
-1,507
-22% -$62.8K 0.03% 196
2021
Q1 		$286K Sell
6,983
-1,181
-14% -$46.5K 0.03% 195
2020
Q4 		$256K Buy
+8,164
New +$221K 0.03% 205
2020
Q1 		– Sell
-7,277
Closed -$223K – 179
2019
Q4 		$223K Sell
7,277
-447
-6% -$13.1K 0.03% 177
2019
Q3 		$209K Sell
7,724
-70
-0.9% -$1.95K 0.03% 179
2019
Q2 		$235K Buy
+7,794
New +$242K 0.04% 173
2018
Q4 		– Sell
-74,850
Closed -$2.85M – 183
2018
Q3 		$2.85M Sell
74,850
-3,035
-4% -$125K 0.49% 75
2018
Q2 		$3.51M Buy
77,885
+6,238
+9% +$297K 0.83% 60
2018
Q1 		$3.46M Buy
+71,647
New +$3.62M 0.57% 67

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BTC Capital Management's OZK Position: Q2 2026 in Review

BTC Capital Management increased its Bank OZK (OZK) stake by 1% in Q2 2026, buying an estimated $9.49K and bringing the position to 19,653 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #143.

BTC Capital Management first reported a position in OZK in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.51M in Q2 2018. 200 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • BTC Capital Management held 19,653 shares of Bank OZK worth $1.04M as of Q2 2026.
  • BTC Capital Management bought 195 Bank OZK shares in Q2 2026, an estimated $9.49K.
  • Bank OZK made up 0.06% of BTC Capital Management's portfolio in Q2 2026, its #143 holding.
  • BTC Capital Management first reported a position in Bank OZK in Q1 2018 and has held it in 28 quarters since.
  • BTC Capital Management's Bank OZK position peaked at $3.51M in Q2 2018.
  • 200 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.