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INTECH Investment Management’s Bank OZK OZK Stock Holding History

INTECH Investment Management’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 		– Sell
-10,816
Closed -$496K – 2234
2026
Q1 		$496K Sell
10,816
-14,283
-57% -$673K ﹤0.01% 1339
2025
Q4 		$1.16M Sell
25,099
-69,370
-73% -$3.25M 0.01% 1055
2025
Q3 		$4.82M Buy
94,469
+62,970
+200% +$3.22M 0.04% 391
2025
Q2 		$1.48M Buy
31,499
+1,063
+3% +$46.5K 0.01% 961
2025
Q1 		$1.32M Buy
30,436
+6,985
+30% +$330K 0.01% 1030
2024
Q4 		$1.04M Buy
23,451
+15,065
+180% +$689K 0.01% 1113
2024
Q3 		$361K Sell
8,386
-15,093
-64% -$643K ﹤0.01% 1406
2024
Q2 		$963K Buy
+23,479
New +$1.02M 0.01% 636

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 $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

INTECH Investment Management's OZK Position: Q2 2026 in Review

INTECH Investment Management sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 10,816 shares — an estimated $496K sold.

INTECH Investment Management first reported a position in OZK in Q2 2024 and held it in 8 quarters. The position peaked at $4.82M in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • INTECH Investment Management reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 10,816 Bank OZK shares in Q2 2026, an estimated $496K.
  • INTECH Investment Management first reported a position in Bank OZK in Q2 2024 and held it in 8 quarters.
  • INTECH Investment Management's Bank OZK position peaked at $4.82M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.