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Hexagon Capital Partners’s Bank OZK OZK Stock Holding History

Hexagon Capital 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 		$284K Buy
+6,193
New +$292K 0.04% 197
2025
Q2 		– Sell
-5,311
Closed -$231K – 1222
2025
Q1 		$231K Buy
5,311
+35
+0.7% +$1.66K 0.04% 199
2024
Q4 		$235K Sell
5,276
-13
-0.2% -$595 0.04% 192
2024
Q3 		$227K Buy
5,289
+100
+2% +$4.26K 0.04% 188
2024
Q2 		$213K Sell
5,189
-79
-1% -$3.44K 0.05% 192
2024
Q1 		$240K Sell
5,268
-1,294
-20% -$57.9K 0.05% 180
2023
Q4 		$327K Buy
6,562
+35
+0.5% +$1.44K 0.08% 129
2023
Q3 		$242K Buy
6,527
+29
+0.4% +$1.18K 0.06% 143
2023
Q2 		$261K Buy
6,498
+53
+0.8% +$1.9K 0.07% 136
2023
Q1 		$220K Buy
6,445
+18
+0.3% +$755 0.06% 150
2022
Q4 		$257K Sell
6,427
-579
-8% -$24.9K 0.07% 126
2022
Q3 		$277K Sell
7,006
-22
-0.3% -$885 0.08% 120
2022
Q2 		$264K Buy
7,028
+26
+0.4% +$1.03K 0.08% 141
2022
Q1 		$299K Sell
7,002
-79
-1% -$3.68K 0.08% 146
2021
Q4 		$329K Buy
7,081
+22
+0.3% +$1K 0.09% 131
2021
Q3 		$303K Sell
7,059
-176
-2% -$7.33K 0.09% 121
2021
Q2 		$305K Buy
7,235
+684
+10% +$28.5K 0.08% 121
2021
Q1 		$267K Buy
6,551
+425
+7% +$16.7K 0.07% 118
2020
Q4 		$191K Buy
6,126
+1
+0% +$27 0.06% 126
2020
Q3 		$156K Buy
+6,125
New +$143K 0.05% 132

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

Hexagon Capital Partners's OZK Position: Q1 2026 in Review

Hexagon Capital Partners opened a new position in Bank OZK (OZK) in Q1 2026: 6,193 shares worth $284K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings. This is a return to the name: Hexagon Capital Partners previously reported a position in OZK as recently as Q1 2025.

Hexagon Capital Partners first reported a position in OZK in Q3 2020 and has held it in 20 quarters since. The position peaked at $329K in Q4 2021. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Hexagon Capital Partners held 6,193 shares of Bank OZK worth $284K as of Q1 2026.
  • Bank OZK was a new Hexagon Capital Partners position in Q1 2026.
  • Bank OZK made up 0.04% of Hexagon Capital Partners's portfolio in Q1 2026, its #197 holding.
  • Hexagon Capital Partners first reported a position in Bank OZK in Q3 2020 and has held it in 20 quarters since.
  • Hexagon Capital Partners's Bank OZK position peaked at $329K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.