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Foster & Motley’s Bank OZK OZK Stock Holding History

Foster & Motley’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 		$1.05M Buy
20,262
+7,614
+60% +$371K 0.05% 227
2026
Q1 		$580K Buy
+12,648
New +$596K 0.03% 287
2024
Q1 		– Sell
-4,780
Closed -$238K – 397
2023
Q4 		$238K Buy
+4,780
New +$197K 0.02% 364
2023
Q1 		– Sell
-5,852
Closed -$234K – 390
2022
Q4 		$234K Buy
+5,852
New +$251K 0.02% 348

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 $3.38T AUM 44.17% 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 & Motley's OZK Position: Q2 2026 in Review

Foster & Motley increased its Bank OZK (OZK) stake by 60% in Q2 2026, buying an estimated $371K and bringing the position to 20,262 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #227.

Foster & Motley first reported a position in OZK in Q4 2022 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Foster & Motley held 20,262 shares of Bank OZK worth $1.05M as of Q2 2026.
  • Foster & Motley bought 7,614 Bank OZK shares in Q2 2026, an estimated $371K.
  • Bank OZK made up 0.05% of Foster & Motley's portfolio in Q2 2026, its #227 holding.
  • Foster & Motley first reported a position in Bank OZK in Q4 2022 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.