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OZK icon

Horizon Investments’s Bank OZK OZK Stock Holding History

Horizon Investments’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 		– Sell
-134
Closed -$6.09K – 1470
2026
Q1 		$6.09K Buy
+134
New +$6.31K ﹤0.01% 1221
2025
Q4 		– Sell
-28,777
Closed -$1.45M – 1366
2025
Q3 		$1.45M Buy
+28,777
New +$1.47M 0.02% 551
2025
Q2 		– Sell
-85
Closed -$3.65K – 1131
2025
Q1 		$3.65K Sell
85
-3
-3% -$142 ﹤0.01% 690
2024
Q4 		$3.88K Buy
88
+3
+4% +$137 ﹤0.01% 691
2024
Q3 		$3.62K Buy
85
+63
+286% +$2.68K ﹤0.01% 674
2024
Q2 		$894 Buy
+22
New +$957 ﹤0.01% 768
2024
Q1 		– Sell
-8
Closed -$395 – 845
2023
Q4 		$395 Buy
+8
New +$330 ﹤0.01% 768

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Horizon Investments's OZK Position: Q2 2026 in Review

Horizon Investments sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 134 shares — an estimated $6.09K sold.

Horizon Investments first reported a position in OZK in Q4 2023 and held it in 7 quarters. The position peaked at $1.45M in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Horizon Investments reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 134 Bank OZK shares in Q2 2026, an estimated $6.09K.
  • Horizon Investments first reported a position in Bank OZK in Q4 2023 and held it in 7 quarters.
  • Horizon Investments's Bank OZK position peaked at $1.45M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.