FM
OZK icon

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
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 $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 & Motley's OZK Position: Q1 2026 in Review

Foster & Motley opened a new position in Bank OZK (OZK) in Q1 2026: 12,648 shares worth $580K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Foster & Motley previously reported a position in OZK as recently as Q4 2023.

Foster & Motley first reported a position in OZK in Q4 2022 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Foster & Motley held 12,648 shares of Bank OZK worth $580K as of Q1 2026.
  • Bank OZK was a new Foster & Motley position in Q1 2026.
  • Bank OZK made up 0.03% of Foster & Motley's portfolio in Q1 2026, its #287 holding.
  • Foster & Motley first reported a position in Bank OZK in Q4 2022 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.