GI
OZK icon

GAMMA Investing’s Bank OZK OZK Stock Holding History

GAMMA Investing’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 		$320K Buy
6,150
+895
+17% +$43.6K 0.01% 927
2026
Q1 		$241K Sell
5,255
-142
-3% -$6.69K 0.01% 979
2025
Q4 		$248K Sell
5,397
-157
-3% -$7.34K 0.01% 890
2025
Q3 		$283K Buy
5,554
+396
+8% +$20.2K 0.02% 751
2025
Q2 		$243K Sell
5,158
-450
-8% -$19.7K 0.02% 789
2025
Q1 		$244K Buy
5,608
+850
+18% +$40.2K 0.02% 675
2024
Q4 		$212K Buy
4,758
+606
+15% +$27.7K 0.02% 663
2024
Q3 		$178K Buy
4,152
+178
+4% +$7.58K 0.02% 675
2024
Q2 		$163K Buy
3,974
+134
+3% +$5.83K 0.02% 571
2024
Q1 		$175K Sell
3,840
-584
-13% -$26.1K 0.04% 435
2023
Q4 		$200K Buy
+4,424
New +$182K 0.05% 305

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GAMMA Investing's OZK Position: Q2 2026 in Review

GAMMA Investing increased its Bank OZK (OZK) stake by 17% in Q2 2026, buying an estimated $43.6K and bringing the position to 6,150 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #927.

GAMMA Investing first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • GAMMA Investing held 6,150 shares of Bank OZK worth $320K as of Q2 2026.
  • GAMMA Investing bought 895 Bank OZK shares in Q2 2026, an estimated $43.6K.
  • Bank OZK made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #927 holding.
  • GAMMA Investing first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.