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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
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 $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

Foster Dykema Cabot & Partners's OZK Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Bank OZK (OZK) position steady in Q1 2026 at 341 shares worth $15.6K. 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 5 quarters since. The position peaked at $17.4K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Foster Dykema Cabot & Partners held 341 shares of Bank OZK worth $15.6K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Bank OZK share count unchanged in Q1 2026.
  • Bank OZK made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #243 holding.
  • Foster Dykema Cabot & Partners first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • Foster Dykema Cabot & Partners's Bank OZK position peaked at $17.4K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.