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OZK icon

Globeflex Capital’s Bank OZK OZK Stock Holding History

Globeflex Capital’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
2025
Q4 		– Sell
-3,027
Closed -$154K – 442
2025
Q3 		$154K Hold
3,027
– – 0.02% 330
2025
Q2 		$142K Hold
3,027
– – 0.01% 347
2025
Q1 		$132K Buy
+3,027
New +$143K 0.01% 355
2024
Q4 		– Sell
-4,867
Closed -$209K – 484
2024
Q3 		$209K Hold
4,867
– – 0.02% 314
2024
Q2 		$200K Hold
4,867
– – 0.02% 312
2024
Q1 		$221K Hold
4,867
– – 0.02% 319
2023
Q4 		$243K Hold
4,867
– – 0.02% 318
2023
Q3 		$180K Sell
4,867
-826
-15% -$33.5K 0.02% 327
2023
Q2 		$229K Sell
5,693
-3,533
-38% -$127K 0.03% 318
2023
Q1 		$316K Buy
+9,226
New +$387K 0.04% 298

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Globeflex Capital's OZK Position: Q4 2025 in Review

Globeflex Capital sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 3,027 shares — an estimated $154K sold.

Globeflex Capital first reported a position in OZK in Q1 2023 and held it in 10 quarters. The position peaked at $316K in Q1 2023. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Globeflex Capital reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Globeflex Capital sold 3,027 Bank OZK shares in Q4 2025, an estimated $154K.
  • Globeflex Capital first reported a position in Bank OZK in Q1 2023 and held it in 10 quarters.
  • Globeflex Capital's Bank OZK position peaked at $316K in Q1 2023.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Globeflex Capital's 13F filing for Q4 2025, filed 11 Feb 2026.