HighTower Advisors
OZK icon

HighTower Advisors’s Bank OZK OZK Stock Holding History

HighTower 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 		$1.29M Sell
24,836
-6,775
-21% -$330K ﹤0.01% 2075
2026
Q1 		$1.45M Buy
31,611
+12,279
+64% +$578K ﹤0.01% 1926
2025
Q4 		$890K Buy
19,332
+11,478
+146% +$537K ﹤0.01% 2206
2025
Q3 		$400K Buy
7,854
+581
+8% +$29.7K ﹤0.01% 2798
2025
Q2 		$342K Sell
7,273
-4,525
-38% -$198K ﹤0.01% 2818
2025
Q1 		$513K Buy
11,798
+1,151
+11% +$54.4K ﹤0.01% 2435
2024
Q4 		$474K Buy
10,647
+1,518
+17% +$69.4K ﹤0.01% 2515
2024
Q3 		$392K Buy
+9,129
New +$389K ﹤0.01% 2605
2024
Q2 		– Sell
-5,064
Closed -$234K – 3849
2024
Q1 		$234K Sell
5,064
-23,549
-82% -$1.05M ﹤0.01% 2882
2023
Q4 		$1.43M Buy
28,613
+20,467
+251% +$843K ﹤0.01% 1642
2023
Q3 		$299K Buy
8,146
+610
+8% +$24.7K ﹤0.01% 2596
2023
Q2 		$302K Buy
7,536
+227
+3% +$8.14K ﹤0.01% 2558
2023
Q1 		$249K Buy
7,309
+771
+12% +$32.4K ﹤0.01% 2589
2022
Q4 		$262K Buy
+6,538
New +$281K ﹤0.01% 2572
2019
Q3 		– Sell
-7,042
Closed -$216K – 2504
2019
Q2 		$216K Buy
+7,042
New +$218K ﹤0.01% 2010
2018
Q2 		– Sell
-21,746
Closed -$1.05M – 2352
2018
Q1 		$1.05M Buy
21,746
+3,059
+16% +$155K 0.01% 1056
2017
Q4 		$902K Buy
18,687
+1,888
+11% +$87.7K 0.01% 1161
2017
Q3 		$804K Buy
16,799
+2,756
+20% +$123K 0.01% 1208
2017
Q2 		$662K Sell
14,043
-2,844
-17% -$135K 0.01% 1246
2017
Q1 		$883K Buy
+16,887
New +$908K 0.01% 1085
2016
Q2 		– Sell
-16,192
Closed -$678K – 1949
2016
Q1 		$678K Buy
+16,192
New +$682K ﹤0.01% 1227
2015
Q4 		– Sell
-14,724
Closed -$648K – 2110
2015
Q3 		$648K Buy
+14,724
New +$642K 0.01% 1090
2014
Q3 		– Sell
-52,918
Closed -$1.77M – 1629
2014
Q2 		$1.77M Buy
+52,918
New +$1.64M 0.03% 597

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

HighTower Advisors's OZK Position: Q2 2026 in Review

HighTower Advisors reduced its Bank OZK (OZK) stake by 21% in Q2 2026, selling an estimated $330K and leaving 24,836 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

HighTower Advisors first reported a position in OZK in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.77M in Q2 2014. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • HighTower Advisors held 24,836 shares of Bank OZK worth $1.29M as of Q2 2026.
  • HighTower Advisors sold 6,775 Bank OZK shares in Q2 2026, an estimated $330K.
  • Bank OZK made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2075 holding.
  • HighTower Advisors first reported a position in Bank OZK in Q2 2014 and has held it in 23 quarters since.
  • HighTower Advisors's Bank OZK position peaked at $1.77M in Q2 2014.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.