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Elo Mutual Pension Insurance’s Bank OZK OZK Stock Holding History

Elo Mutual Pension Insurance’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
Q2 		$1.69M Buy
32,412
+19,080
+143% +$929K 0.02% 434
2026
Q1 		$612K Sell
13,332
-4,239
-24% -$200K 0.01% 537
2025
Q4 		$809K Buy
17,571
+6,245
+55% +$292K 0.01% 531
2025
Q3 		$577K Sell
11,326
-2,187
-16% -$112K 0.01% 589
2025
Q2 		$636K Buy
+13,513
New +$591K 0.01% 543

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Elo Mutual Pension Insurance's OZK Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its Bank OZK (OZK) stake by 143% in Q2 2026, buying an estimated $929K and bringing the position to 32,412 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #434.

Elo Mutual Pension Insurance first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Elo Mutual Pension Insurance held 32,412 shares of Bank OZK worth $1.69M as of Q2 2026.
  • Elo Mutual Pension Insurance bought 19,080 Bank OZK shares in Q2 2026, an estimated $929K.
  • Bank OZK made up 0.02% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #434 holding.
  • Elo Mutual Pension Insurance first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.