CJ
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Caitlin John’s Bank OZK OZK Stock Holding History

Caitlin John’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 		$138 Sell
3
-14
-82% -$660 ﹤0.01% 909
2025
Q4 		$782 Sell
17
-6,774
-100% -$317K ﹤0.01% 820
2025
Q3 		$346K Buy
6,791
+27
+0.4% +$1.38K 0.24% 95
2025
Q2 		$318K Buy
6,764
+57
+0.8% +$2.49K 0.29% 89
2025
Q1 		$291K Sell
6,707
-1,804
-21% -$85.3K 0.29% 93
2024
Q4 		$379K Sell
8,511
-773
-8% -$35.4K 0.25% 88
2024
Q3 		$444K Buy
+9,284
New +$395K 0.28% 84

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

Caitlin John's OZK Position: Q1 2026 in Review

Caitlin John reduced its Bank OZK (OZK) stake by 82% in Q1 2026, selling an estimated $660 and leaving 3 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Caitlin John first reported a position in OZK in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q3 2024. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Caitlin John held 3 shares of Bank OZK worth $138 as of Q1 2026.
  • Caitlin John sold 14 Bank OZK shares in Q1 2026, an estimated $660.
  • Bank OZK made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #909 holding.
  • Caitlin John first reported a position in Bank OZK in Q3 2024 and has held it in 7 quarters since.
  • Caitlin John's Bank OZK position peaked at $444K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.