Inspire Investing’s Bank OZK OZK Stock Holding History

Inspire Investing’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	$9.96K	Sell	217 -2,990	-93%	-$141K	﹤0.01%	964
2025 Q4	$148K	Buy	+3,207	New	+$150K	0.01%	844
2022 Q4	–	Sell	-15,048	Closed	-$595K	–	756
2022 Q3	$595K	Sell	15,048 -2,907	-16%	-$117K	0.08%	179
2022 Q2	$674K	Sell	17,955 -2,003	-10%	-$79K	0.09%	181
2022 Q1	$852K	Buy	19,958 +1,768	+10%	+$82.4K	0.1%	184
2021 Q4	$846K	Sell	18,190 -8,751	-32%	-$399K	0.1%	181
2021 Q3	$1.16M	Buy	26,941 +4,141	+18%	+$173K	0.15%	167
2021 Q2	$961K	Buy	22,800 +3,785	+20%	+$158K	0.13%	179
2021 Q1	$777K	Buy	+19,015	New	+$749K	0.12%	181
2020 Q2	–	Sell	-11,059	Closed	-$185K	–	651
2020 Q1	$185K	Buy	+11,059	New	+$284K	0.07%	477

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Inspire Investing's OZK Position: Q1 2026 in Review

Inspire Investing reduced its Bank OZK (OZK) stake by 93% in Q1 2026, selling an estimated $141K and leaving 217 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Inspire Investing first reported a position in OZK in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2021. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Inspire Investing held 217 shares of Bank OZK worth $9.96K as of Q1 2026.
Inspire Investing sold 2,990 Bank OZK shares in Q1 2026, an estimated $141K.
Bank OZK made up ﹤0.01% of Inspire Investing's portfolio in Q1 2026, its #964 holding.
Inspire Investing first reported a position in Bank OZK in Q1 2020 and has held it in 10 quarters since.
Inspire Investing's Bank OZK position peaked at $1.16M in Q3 2021.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.