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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
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 $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

Elo Mutual Pension Insurance's OZK Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Bank OZK (OZK) stake by 24% in Q1 2026, selling an estimated $200K and leaving 13,332 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #537.

Elo Mutual Pension Insurance first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. The position peaked at $809K in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Elo Mutual Pension Insurance held 13,332 shares of Bank OZK worth $612K as of Q1 2026.
  • Elo Mutual Pension Insurance sold 4,239 Bank OZK shares in Q1 2026, an estimated $200K.
  • Bank OZK made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #537 holding.
  • Elo Mutual Pension Insurance first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • Elo Mutual Pension Insurance's Bank OZK position peaked at $809K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.