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Freestone Grove Partners’s Bank OZK OZK Stock Holding History

Freestone Grove 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 		$2.8M Sell
53,738
-3,732
-6% -$182K 0.02% 385
2026
Q1 		$2.64M Buy
57,470
+37,105
+182% +$1.75M 0.02% 359
2025
Q4 		$937K Buy
20,365
+15,858
+352% +$742K 0.01% 476
2025
Q3 		$230K Buy
+4,507
New +$230K ﹤0.01% 650
2025
Q1 		– Sell
-4,788
Closed -$213K – 738
2024
Q4 		$213K Buy
+4,788
New +$219K ﹤0.01% 524

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

Freestone Grove Partners's OZK Position: Q2 2026 in Review

Freestone Grove Partners reduced its Bank OZK (OZK) stake by 6.5% in Q2 2026, selling an estimated $182K and leaving 53,738 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #385.

Freestone Grove Partners first reported a position in OZK in Q4 2024 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Freestone Grove Partners held 53,738 shares of Bank OZK worth $2.8M as of Q2 2026.
  • Freestone Grove Partners sold 3,732 Bank OZK shares in Q2 2026, an estimated $182K.
  • Bank OZK made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #385 holding.
  • Freestone Grove Partners first reported a position in Bank OZK in Q4 2024 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.