Callan Family Office’s Bank OZK OZK Stock Holding History

Callan Family Office’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	$279K	Buy	6,076 +5	+0.1%	+$236	0.01%	960
2025 Q4	$279K	Buy	6,071 +144	+2%	+$6.74K	0.01%	949
2025 Q3	$302K	Sell	5,927 -11	-0.2%	-$562	0.01%	707
2025 Q2	$279K	Buy	5,938 +59	+1%	+$2.58K	0.01%	791
2025 Q1	$255K	Hold	5,879	–	–	0.02%	467
2024 Q4	$262K	Buy	5,879 +440	+8%	+$20.1K	0.02%	527
2024 Q3	$234K	Sell	5,439 -162	-3%	-$6.9K	0.04%	166
2024 Q2	$230K	Buy	5,601 +173	+3%	+$7.53K	0.04%	136
2024 Q1	$247K	Hold	5,428	–	–	0.06%	86
2023 Q4	$270K	Hold	5,428	–	–	0.07%	84
2023 Q3	$201K	Hold	5,428	–	–	0.05%	86
2023 Q2	$218K	Buy	+5,428	New	+$195K	0.06%	101
2023 Q1	–	Sell	-5,428	Closed	-$217K	–	154
2022 Q4	$217K	Buy	+5,428	New	+$233K	0.07%	95

Other funds holding OZK

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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