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Fieldview Capital Management’s Bank OZK OZK Stock Holding History

Fieldview 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
Q2 		$3.54M Buy
67,864
+26,682
+65% +$1.3M 1.01% 7
2026
Q1 		$1.89M Buy
+41,182
New +$1.94M 0.55% 30
2025
Q4 		– Sell
-72,727
Closed -$3.71M – 600
2025
Q3 		$3.71M Sell
72,727
-15,104
-17% -$772K 0.61% 46
2025
Q2 		$4.13M Buy
87,831
+28,536
+48% +$1.25M 0.63% 48
2025
Q1 		$2.58M Buy
+59,295
New +$2.8M 0.36% 106

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

Fieldview Capital Management's OZK Position: Q2 2026 in Review

Fieldview Capital Management increased its Bank OZK (OZK) stake by 65% in Q2 2026, buying an estimated $1.3M and bringing the position to 67,864 shares worth $3.54M. The position accounts for 1.01% of the portfolio, ranked #7.

Fieldview Capital Management first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.13M in Q2 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Fieldview Capital Management held 67,864 shares of Bank OZK worth $3.54M as of Q2 2026.
  • Fieldview Capital Management bought 26,682 Bank OZK shares in Q2 2026, an estimated $1.3M.
  • Bank OZK made up 1.01% of Fieldview Capital Management's portfolio in Q2 2026, its #7 holding.
  • Fieldview Capital Management first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • Fieldview Capital Management's Bank OZK position peaked at $4.13M in Q2 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.