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HRT Financial’s Bank OZK OZK Stock Holding History

HRT Financial’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 		– Sell
-100,300
Closed -$4.62M – 4483
2025
Q4 		$4.62M Buy
+100,300
New +$4.69M 0.01% 820

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

HRT Financial's OZK Position: Q2 2026 in Review

HRT Financial increased its Bank OZK (OZK) stake by 164% in Q2 2026, buying an estimated $13.2M and bringing the position to 435,761 shares worth $22.7M. The position accounts for 0.04% of the portfolio, ranked #424.

HRT Financial first reported a position in OZK in Q3 2018 and has held it in 19 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • HRT Financial held 435,761 shares of Bank OZK worth $22.7M as of Q2 2026.
  • HRT Financial bought 270,688 Bank OZK shares in Q2 2026, an estimated $13.2M.
  • Bank OZK made up 0.04% of HRT Financial's portfolio in Q2 2026, its #424 holding.
  • HRT Financial first reported a position in Bank OZK in Q3 2018 and has held it in 19 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.