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 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 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

INTECH Investment Management's OZK Position: Q1 2026 in Review

INTECH Investment Management reduced its Bank OZK (OZK) stake by 57% in Q1 2026, selling an estimated $673K and leaving 10,816 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

INTECH Investment Management first reported a position in OZK in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

INTECH Investment Management held 10,816 shares of Bank OZK worth $496K as of Q1 2026.
INTECH Investment Management sold 14,283 Bank OZK shares in Q1 2026, an estimated $673K.
Bank OZK made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1339 holding.
INTECH Investment Management first reported a position in Bank OZK in Q2 2024 and has held it in 8 quarters since.
INTECH Investment Management's Bank OZK position peaked at $4.82M in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.