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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
Q2 		$3.48M Sell
66,480
-9,447
-12% -$460K 0.24% 51
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 $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

Inspire Advisors's OZK Position: Q2 2026 in Review

Inspire Advisors reduced its Bank OZK (OZK) stake by 12% in Q2 2026, selling an estimated $460K and leaving 66,480 shares worth $3.48M. The position accounts for 0.24% of the portfolio, ranked #51.

Inspire Advisors first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.82M in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Inspire Advisors held 66,480 shares of Bank OZK worth $3.48M as of Q2 2026.
  • Inspire Advisors sold 9,447 Bank OZK shares in Q2 2026, an estimated $460K.
  • Bank OZK made up 0.24% of Inspire Advisors's portfolio in Q2 2026, its #51 holding.
  • Inspire Advisors first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • Inspire Advisors's Bank OZK position peaked at $3.82M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.