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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
Q2 		$300K Sell
5,766
-1,805
-24% -$87.9K 0.03% 541
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 $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

Inscription Capital's OZK Position: Q2 2026 in Review

Inscription Capital reduced its Bank OZK (OZK) stake by 24% in Q2 2026, selling an estimated $87.9K and leaving 5,766 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #541.

Inscription Capital first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. The position peaked at $867K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Inscription Capital held 5,766 shares of Bank OZK worth $300K as of Q2 2026.
  • Inscription Capital sold 1,805 Bank OZK shares in Q2 2026, an estimated $87.9K.
  • Bank OZK made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #541 holding.
  • Inscription Capital first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • Inscription Capital's Bank OZK position peaked at $867K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.