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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
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 $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

Fieldview Capital Management's OZK Position: Q1 2026 in Review

Fieldview Capital Management opened a new position in Bank OZK (OZK) in Q1 2026: 41,182 shares worth $1.89M. The stake represents 0.55% of the portfolio and ranks #30 among its holdings. This is a return to the name: Fieldview Capital Management previously reported a position in OZK as recently as Q3 2025.

Fieldview Capital Management first reported a position in OZK in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q2 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Fieldview Capital Management held 41,182 shares of Bank OZK worth $1.89M as of Q1 2026.
  • Bank OZK was a new Fieldview Capital Management position in Q1 2026.
  • Bank OZK made up 0.55% of Fieldview Capital Management's portfolio in Q1 2026, its #30 holding.
  • Fieldview Capital Management first reported a position in Bank OZK in Q1 2025 and has held it in 4 quarters since.
  • Fieldview Capital Management's Bank OZK position peaked at $4.13M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.