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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
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 $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

Freestone Grove Partners's OZK Position: Q1 2026 in Review

Freestone Grove Partners increased its Bank OZK (OZK) stake by 182% in Q1 2026, buying an estimated $1.75M and bringing the position to 57,470 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #359.

Freestone Grove Partners first reported a position in OZK in Q4 2024 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Freestone Grove Partners held 57,470 shares of Bank OZK worth $2.64M as of Q1 2026.
  • Freestone Grove Partners bought 37,105 Bank OZK shares in Q1 2026, an estimated $1.75M.
  • Bank OZK made up 0.02% of Freestone Grove Partners's portfolio in Q1 2026, its #359 holding.
  • Freestone Grove Partners first reported a position in Bank OZK in Q4 2024 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.