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Inspire Advisors’s Bank OZK OZK Stock Holding History

Inspire Advisors’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 		$3.48M Sell
75,927
-4,795
-6% -$226K 0.28% 45
2025
Q4 		$3.71M Buy
80,722
+5,727
+8% +$268K 0.34% 39
2025
Q3 		$3.82M Sell
74,995
-3,566
-5% -$182K 0.37% 37
2025
Q2 		$3.7M Buy
78,561
+63,921
+437% +$2.8M 0.38% 32
2025
Q1 		$636K Buy
+14,640
New +$692K 0.07% 194

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

Inspire Advisors's OZK Position: Q1 2026 in Review

Inspire Advisors reduced its Bank OZK (OZK) stake by 5.9% in Q1 2026, selling an estimated $226K and leaving 75,927 shares worth $3.48M. The position accounts for 0.28% of the portfolio, ranked #45.

Inspire Advisors first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.82M in Q3 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Inspire Advisors held 75,927 shares of Bank OZK worth $3.48M as of Q1 2026.
  • Inspire Advisors sold 4,795 Bank OZK shares in Q1 2026, an estimated $226K.
  • Bank OZK made up 0.28% of Inspire Advisors's portfolio in Q1 2026, its #45 holding.
  • Inspire Advisors first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • Inspire Advisors's Bank OZK position peaked at $3.82M in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.