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OZK icon

InceptionR’s Bank OZK OZK Stock Holding History

InceptionR’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
-11,285
Closed -$519K – 827
2025
Q4 		$519K Buy
11,285
+7,094
+169% +$332K 0.14% 267
2025
Q3 		$214K Sell
4,191
-1,891
-31% -$96.6K 0.05% 589
2025
Q2 		$286K Sell
6,082
-8,202
-57% -$359K 0.07% 460
2025
Q1 		$621K Buy
+14,284
New +$676K 0.19% 221
2024
Q1 		– Sell
-4,030
Closed -$201K – 690
2023
Q4 		$201K Sell
4,030
-4,210
-51% -$174K 0.14% 320
2023
Q3 		$305K Buy
+8,240
New +$334K 0.17% 252
2023
Q2 		– Sell
-13,210
Closed -$452K – 575
2023
Q1 		$452K Buy
13,210
+655
+5% +$27.5K 0.15% 265
2022
Q4 		$503K Buy
+12,555
New +$539K 0.26% 160

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

InceptionR's OZK Position: Q1 2026 in Review

InceptionR sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 11,285 shares — an estimated $519K sold.

InceptionR first reported a position in OZK in Q4 2022 and held it in 8 quarters. The position peaked at $621K in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • InceptionR reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 11,285 Bank OZK shares in Q1 2026, an estimated $519K.
  • InceptionR first reported a position in Bank OZK in Q4 2022 and held it in 8 quarters.
  • InceptionR's Bank OZK position peaked at $621K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.