Evergreen Capital Management’s Bank OZK OZK Stock Holding History

Evergreen Capital Management’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	$577K	Sell	12,568 -1,673	-12%	-$78.8K	0.01%	705
2025 Q4	$655K	Buy	14,241 +8,384	+143%	+$392K	0.01%	602
2025 Q3	$299K	Sell	5,857 -285	-5%	-$14.6K	0.01%	977
2025 Q2	$289K	Buy	6,142 +907	+17%	+$39.7K	0.01%	827
2025 Q1	$227K	Buy	5,235 +310	+6%	+$14.7K	0.01%	915
2024 Q4	$219K	Sell	4,925 -253	-5%	-$11.6K	0.01%	932
2024 Q3	$223K	Buy	5,178 +99	+2%	+$4.21K	0.01%	871
2024 Q2	$208K	Buy	5,079 +388	+8%	+$16.9K	0.01%	851
2024 Q1	$213K	Buy	4,691 +383	+9%	+$17.1K	0.01%	779
2023 Q4	$215K	Buy	+4,308	New	+$178K	0.01%	749

Other funds holding OZK

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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