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HFM Investment Advisors’s Bank OZK OZK Stock Holding History

HFM Investment Advisors’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 		$990 Buy
19
+8
+73% +$390 ﹤0.01% 740
2026
Q1 		$505 Buy
11
+2
+22% +$94 ﹤0.01% 675
2025
Q4 		$415 Sell
9
-1
-10% -$47 ﹤0.01% 779
2025
Q3 		$510 Hold
10
– – ﹤0.01% 651
2025
Q2 		$471 Buy
10
+7
+233% +$306 ﹤0.01% 672
2025
Q1 		$131 Buy
+3
New +$142 ﹤0.01% 778

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HFM Investment Advisors's OZK Position: Q2 2026 in Review

HFM Investment Advisors increased its Bank OZK (OZK) stake by 73% in Q2 2026, buying an estimated $390 and bringing the position to 19 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #740.

HFM Investment Advisors first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • HFM Investment Advisors held 19 shares of Bank OZK worth $990 as of Q2 2026.
  • HFM Investment Advisors bought 8 Bank OZK shares in Q2 2026, an estimated $390.
  • Bank OZK made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #740 holding.
  • HFM Investment Advisors first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.