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Foster Dykema Cabot & Partners’s Bank OZK OZK Stock Holding History

Foster Dykema Cabot & Partners’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 		$17.8K Hold
341
– – ﹤0.01% 243
2026
Q1 		$15.6K Hold
341
– – ﹤0.01% 243
2025
Q4 		$15.7K Hold
341
– – ﹤0.01% 254
2025
Q3 		$17.4K Hold
341
– – ﹤0.01% 314
2025
Q2 		$16K Hold
341
– – ﹤0.01% 265
2025
Q1 		$14.8K Buy
+341
New +$16.1K ﹤0.01% 268

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

Foster Dykema Cabot & Partners's OZK Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Bank OZK (OZK) position steady in Q2 2026 at 341 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Foster Dykema Cabot & Partners first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Foster Dykema Cabot & Partners held 341 shares of Bank OZK worth $17.8K as of Q2 2026.
  • Foster Dykema Cabot & Partners left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #243 holding.
  • Foster Dykema Cabot & Partners first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.