FFO
OZK icon

Fortitude Family Office’s Bank OZK OZK Stock Holding History

Fortitude Family Office’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 		$9.64K Buy
185
+88
+91% +$4.29K ﹤0.01% 790
2026
Q1 		$4.45K Buy
97
+46
+90% +$2.17K ﹤0.01% 966
2025
Q4 		$2.35K Hold
51
– – ﹤0.01% 1107
2025
Q3 		$2.6K Hold
51
– – ﹤0.01% 1102
2025
Q2 		$2.4K Buy
+51
New +$2.23K ﹤0.01% 1106

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

Fortitude Family Office's OZK Position: Q2 2026 in Review

Fortitude Family Office increased its Bank OZK (OZK) stake by 91% in Q2 2026, buying an estimated $4.29K and bringing the position to 185 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Fortitude Family Office first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Fortitude Family Office held 185 shares of Bank OZK worth $9.64K as of Q2 2026.
  • Fortitude Family Office bought 88 Bank OZK shares in Q2 2026, an estimated $4.29K.
  • Bank OZK made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #790 holding.
  • Fortitude Family Office first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.