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Concurrent Investment Advisors’s Bank OZK OZK Stock Holding History

Concurrent Investment Advisors’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 		$630K Sell
13,733
-4,338
-24% -$204K 0.01% 1102
2025
Q4 		$832K Buy
18,071
+9,593
+113% +$449K 0.01% 917
2025
Q3 		$432K Buy
8,478
+1,056
+14% +$53.9K 0.01% 976
2025
Q2 		$349K Buy
7,422
+365
+5% +$16K 0.01% 994
2025
Q1 		$307K Buy
+7,057
New +$334K 0.01% 913

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

Concurrent Investment Advisors's OZK Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Bank OZK (OZK) stake by 24% in Q1 2026, selling an estimated $204K and leaving 13,733 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #1102.

Concurrent Investment Advisors first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. The position peaked at $832K in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Concurrent Investment Advisors held 13,733 shares of Bank OZK worth $630K as of Q1 2026.
  • Concurrent Investment Advisors sold 4,338 Bank OZK shares in Q1 2026, an estimated $204K.
  • Bank OZK made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1102 holding.
  • Concurrent Investment Advisors first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Bank OZK position peaked at $832K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.