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
Q3 		$314K Buy
6,837
+687
+11% +$34.3K 0.01% 1007
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GAMMA Investing's OZK Position: Q3 2026 in Review

GAMMA Investing increased its Bank OZK (OZK) stake by 11% in Q3 2026, buying an estimated $34.3K and bringing the position to 6,837 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1007.

GAMMA Investing first reported a position in OZK in Q4 2023 and has held it in 12 quarters since. The position peaked at $320K in Q2 2026. 21 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • GAMMA Investing held 6,837 shares of Bank OZK worth $314K as of Q3 2026.
  • GAMMA Investing bought 687 Bank OZK shares in Q3 2026, an estimated $34.3K.
  • Bank OZK made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1007 holding.
  • GAMMA Investing first reported a position in Bank OZK in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Bank OZK position peaked at $320K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.