EP
OZK icon

Essential Partners’s Bank OZK OZK Stock Holding History

Essential 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
Q2 		$87.2K Buy
1,674
+1,413
+541% +$68.8K 0.04% 454
2026
Q1 		$12K Sell
261
-692
-73% -$32.6K ﹤0.01% 1162
2025
Q4 		$43.9K Sell
953
-848
-47% -$39.7K 0.01% 645
2025
Q3 		$91.8K Buy
1,801
+270
+18% +$13.8K 0.03% 449
2025
Q2 		$72K Buy
+1,531
New +$67K 0.03% 407

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

Essential Partners's OZK Position: Q2 2026 in Review

Essential Partners increased its Bank OZK (OZK) stake by 541% in Q2 2026, buying an estimated $68.8K and bringing the position to 1,674 shares worth $87.2K. The position accounts for 0.04% of the portfolio, ranked #454.

Essential Partners first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. The position peaked at $91.8K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Essential Partners held 1,674 shares of Bank OZK worth $87.2K as of Q2 2026.
  • Essential Partners bought 1,413 Bank OZK shares in Q2 2026, an estimated $68.8K.
  • Bank OZK made up 0.04% of Essential Partners's portfolio in Q2 2026, its #454 holding.
  • Essential Partners first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bank OZK position peaked at $91.8K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.