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OZK icon

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
Q2 		$12.2K Buy
234
+17
+8% +$828 ﹤0.01% 1113
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
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 Investing's OZK Position: Q2 2026 in Review

Inspire Investing increased its Bank OZK (OZK) stake by 7.8% in Q2 2026, buying an estimated $828 and bringing the position to 234 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Inspire Investing first reported a position in OZK in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2021. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Inspire Investing held 234 shares of Bank OZK worth $12.2K as of Q2 2026.
  • Inspire Investing bought 17 Bank OZK shares in Q2 2026, an estimated $828.
  • Bank OZK made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1113 holding.
  • Inspire Investing first reported a position in Bank OZK in Q1 2020 and has held it in 11 quarters since.
  • Inspire Investing's Bank OZK position peaked at $1.16M in Q3 2021.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.