EARNEST Partners
OZK icon

EARNEST Partners’s Bank OZK OZK Stock Holding History

EARNEST Partners’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 		$13.2M Buy
288,058
+21,771
+8% +$1.03M 0.05% 177
2025
Q4 		$12.3M Sell
266,287
-36,539
-12% -$1.71M 0.05% 179
2025
Q3 		$15.4M Sell
302,826
-13,984
-4% -$714K 0.07% 171
2025
Q2 		$14.9M Buy
316,810
+24,613
+8% +$1.08M 0.07% 171
2025
Q1 		$12.7M Buy
+292,197
New +$13.8M 0.06% 173

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

EARNEST Partners's OZK Position: Q1 2026 in Review

EARNEST Partners increased its Bank OZK (OZK) stake by 8.2% in Q1 2026, buying an estimated $1.03M and bringing the position to 288,058 shares worth $13.2M. The position accounts for 0.05% of the portfolio, ranked #177.

EARNEST Partners first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.4M in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • EARNEST Partners held 288,058 shares of Bank OZK worth $13.2M as of Q1 2026.
  • EARNEST Partners bought 21,771 Bank OZK shares in Q1 2026, an estimated $1.03M.
  • Bank OZK made up 0.05% of EARNEST Partners's portfolio in Q1 2026, its #177 holding.
  • EARNEST Partners first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • EARNEST Partners's Bank OZK position peaked at $15.4M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.