Dmitry Balyasny’s Bank OZK OZK Stock Holding History

Dmitry Balyasny’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
2023 Q2	–	Sell	-280,000	Closed	-$9.58M	–	2654
2023 Q1	$9.58M	Buy	280,000 +12,500	+5%	+$525K	0.02%	793
2022 Q4	$10.7M	Buy	+267,500	New	+$11.5M	0.03%	718

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dmitry Balyasny's OZK Position: Q2 2026 in Review

Dmitry Balyasny sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 12,435 shares — an estimated $571K sold.

Dmitry Balyasny first reported a position in OZK in Q1 2016 and held it in 24 quarters. The position peaked at $37.4M in Q2 2025. 524 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Dmitry Balyasny reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 12,435 Bank OZK shares in Q2 2026, an estimated $571K.
Dmitry Balyasny first reported a position in Bank OZK in Q1 2016 and held it in 24 quarters.
Dmitry Balyasny's Bank OZK position peaked at $37.4M in Q2 2025.
524 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.