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Inscription Capital’s Bank OZK OZK Stock Holding History

Inscription Capital’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 		$347K Sell
7,571
-294
-4% -$13.9K 0.04% 452
2025
Q4 		$362K Sell
7,865
-9,141
-54% -$428K 0.04% 446
2025
Q3 		$867K Buy
17,006
+9,755
+135% +$498K 0.09% 222
2025
Q2 		$341K Buy
+7,251
New +$317K 0.05% 320

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

Inscription Capital's OZK Position: Q1 2026 in Review

Inscription Capital reduced its Bank OZK (OZK) stake by 3.7% in Q1 2026, selling an estimated $13.9K and leaving 7,571 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #452.

Inscription Capital first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. The position peaked at $867K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Inscription Capital held 7,571 shares of Bank OZK worth $347K as of Q1 2026.
  • Inscription Capital sold 294 Bank OZK shares in Q1 2026, an estimated $13.9K.
  • Bank OZK made up 0.04% of Inscription Capital's portfolio in Q1 2026, its #452 holding.
  • Inscription Capital first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • Inscription Capital's Bank OZK position peaked at $867K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.