Groesbeck Investment Management’s Bank OZK OZK Stock Holding History

Groesbeck Investment Management’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	$531K	Sell	10,189 -294	-3%	-$14.3K	0.85%	30
2026 Q1	$481K	Hold	10,483	–	–	0.94%	32
2025 Q4	$482K	Buy	10,483 +24	+0.2%	+$1.12K	0.91%	33
2025 Q3	$533K	Buy	10,459 +416	+4%	+$21.3K	1.04%	32
2025 Q2	$473K	Sell	10,043 -1,789	-15%	-$78.3K	0.83%	36
2025 Q1	$514K	Sell	11,832 -1,321	-10%	-$62.5K	0.72%	48
2024 Q4	$586K	Sell	13,153 -3,800	-22%	-$174K	0.76%	44
2024 Q3	$729K	Sell	16,953 -2,809	-14%	-$120K	1.07%	37
2024 Q2	$810K	Sell	19,762 -1,526	-7%	-$66.4K	1.12%	34
2024 Q1	$968K	Buy	+21,288	New	+$953K	1.03%	33

Other funds holding OZK

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Groesbeck Investment Management's OZK Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Bank OZK (OZK) stake by 2.8% in Q2 2026, selling an estimated $14.3K and leaving 10,189 shares worth $531K. The position accounts for 0.85% of the portfolio, ranked #30.

Groesbeck Investment Management first reported a position in OZK in Q1 2024 and has held it in 10 quarters since. The position peaked at $968K in Q1 2024. 115 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Groesbeck Investment Management held 10,189 shares of Bank OZK worth $531K as of Q2 2026.
Groesbeck Investment Management sold 294 Bank OZK shares in Q2 2026, an estimated $14.3K.
Bank OZK made up 0.85% of Groesbeck Investment Management's portfolio in Q2 2026, its #30 holding.
Groesbeck Investment Management first reported a position in Bank OZK in Q1 2024 and has held it in 10 quarters since.
Groesbeck Investment Management's Bank OZK position peaked at $968K in Q1 2024.
115 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.