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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
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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horizon Investments's OZK Position: Q1 2026 in Review

Horizon Investments opened a new position in Bank OZK (OZK) in Q1 2026: 134 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Horizon Investments previously reported a position in OZK as recently as Q3 2025.

Horizon Investments first reported a position in OZK in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Horizon Investments held 134 shares of Bank OZK worth $6.09K as of Q1 2026.
  • Bank OZK was a new Horizon Investments position in Q1 2026.
  • Bank OZK made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1221 holding.
  • Horizon Investments first reported a position in Bank OZK in Q4 2023 and has held it in 7 quarters since.
  • Horizon Investments's Bank OZK position peaked at $1.45M in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.