First Manhattan’s Bank OZK OZK Stock Holding History

First Manhattan’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	$937K	Hold	20,421	–	–	﹤0.01%	445
2025 Q4	$940K	Sell	20,421 -25	-0.1%	-$1.17K	﹤0.01%	448
2025 Q3	$1.04M	Hold	20,446	–	–	﹤0.01%	427
2025 Q2	$962K	Hold	20,446	–	–	﹤0.01%	428
2025 Q1	$888K	Hold	20,446	–	–	﹤0.01%	411
2024 Q4	$910K	Buy	20,446 +2,946	+17%	+$135K	﹤0.01%	410
2024 Q3	$752K	Hold	17,500	–	–	﹤0.01%	408
2024 Q2	$718K	Hold	17,500	–	–	﹤0.01%	412
2024 Q1	$796K	Hold	17,500	–	–	﹤0.01%	406
2023 Q4	$872K	Hold	17,500	–	–	﹤0.01%	393
2023 Q3	$649K	Hold	17,500	–	–	﹤0.01%	443
2023 Q2	$703K	Hold	17,500	–	–	﹤0.01%	430
2023 Q1	$599K	Hold	17,500	–	–	﹤0.01%	478
2022 Q4	$701K	Hold	17,500	–	–	﹤0.01%	456
2022 Q3	$692K	Hold	17,500	–	–	﹤0.01%	457
2022 Q2	$656K	Hold	17,500	–	–	﹤0.01%	479
2022 Q1	$747K	Sell	17,500 -500	-3%	-$23.3K	﹤0.01%	502
2021 Q4	$837K	Hold	18,000	–	–	﹤0.01%	460
2021 Q3	$773K	Hold	18,000	–	–	﹤0.01%	470
2021 Q2	$758K	Hold	18,000	–	–	﹤0.01%	470
2021 Q1	$735K	Hold	18,000	–	–	﹤0.01%	463
2020 Q4	$562K	Hold	18,000	–	–	﹤0.01%	492
2020 Q3	$383K	Buy	18,000 +5,000	+38%	+$116K	﹤0.01%	545
2020 Q2	$305K	Hold	13,000	–	–	﹤0.01%	573
2020 Q1	$217K	Hold	13,000	–	–	﹤0.01%	594
2019 Q4	$396K	Hold	13,000	–	–	﹤0.01%	564
2019 Q3	$354K	Hold	13,000	–	–	﹤0.01%	581
2019 Q2	$391K	Sell	13,000 -390	-3%	-$12.1K	﹤0.01%	581
2019 Q1	$388K	Hold	13,390	–	–	﹤0.01%	594
2018 Q4	$305K	Buy	13,390 +12,500	+1,404%	+$347K	﹤0.01%	617
2018 Q3	$33K	Hold	890	–	–	﹤0.01%	1049
2018 Q2	$40K	Hold	890	–	–	﹤0.01%	994
2018 Q1	$42K	Hold	890	–	–	﹤0.01%	983
2017 Q4	$43K	Hold	890	–	–	﹤0.01%	1030
2017 Q3	$42K	Buy	890 +390	+78%	+$17.4K	﹤0.01%	991
2017 Q2	$23K	Hold	500	–	–	﹤0.01%	1071
2017 Q1	$26K	Hold	500	–	–	﹤0.01%	1053
2016 Q4	$26K	Hold	500	–	–	﹤0.01%	1034
2016 Q3	$19K	Hold	500	–	–	﹤0.01%	1092
2016 Q2	$18K	Hold	500	–	–	﹤0.01%	1127
2016 Q1	$20K	Buy	+500	New	+$21.1K	﹤0.01%	1063

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Manhattan's OZK Position: Q1 2026 in Review

First Manhattan held its Bank OZK (OZK) position steady in Q1 2026 at 20,421 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

First Manhattan first reported a position in OZK in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.04M in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

First Manhattan held 20,421 shares of Bank OZK worth $937K as of Q1 2026.
First Manhattan left its Bank OZK share count unchanged in Q1 2026.
Bank OZK made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #445 holding.
First Manhattan first reported a position in Bank OZK in Q1 2016 and has held it in 41 quarters since.
First Manhattan's Bank OZK position peaked at $1.04M in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.