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Empowered Funds’s Bank OZK OZK Stock Holding History

Empowered Funds’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 		$3.28M Buy
62,902
+3,225
+5% +$157K 0.02% 916
2026
Q1 		$2.74M Buy
59,677
+7,731
+15% +$364K 0.02% 928
2025
Q4 		$2.39M Sell
51,946
-42,647
-45% -$1.99M 0.04% 436
2025
Q3 		$4.82M Buy
94,593
+34,767
+58% +$1.78M 0.05% 498
2025
Q2 		$2.82M Sell
59,826
-211
-0.4% -$9.23K 0.03% 671
2025
Q1 		$2.61M Buy
60,037
+1,058
+2% +$50K 0.04% 616
2024
Q4 		$2.63M Buy
+58,979
New +$2.7M 0.04% 602

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 $3.37T AUM 44.26% 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

Empowered Funds's OZK Position: Q2 2026 in Review

Empowered Funds increased its Bank OZK (OZK) stake by 5.4% in Q2 2026, buying an estimated $157K and bringing the position to 62,902 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #916.

Empowered Funds first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q3 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Empowered Funds held 62,902 shares of Bank OZK worth $3.28M as of Q2 2026.
  • Empowered Funds bought 3,225 Bank OZK shares in Q2 2026, an estimated $157K.
  • Bank OZK made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #916 holding.
  • Empowered Funds first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • Empowered Funds's Bank OZK position peaked at $4.82M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.