IP
OZK icon

Interval Partners’s Bank OZK OZK Stock Holding History

Interval Partners’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 		– Hold
0
– – – 378
2025
Q4 		– Hold
0
– – – 471
2025
Q3 		– Hold
0
– – – 486
2025
Q2 		– Hold
0
– – – 489
2025
Q1 		– Hold
0
– – – 502
2024
Q4 		– Hold
0
– – – 471
2024
Q3 		– Sell
-69,206
Closed -$2.84M – 461
2024
Q2 		$2.84M Buy
+69,206
New +$3.01M 0.08% 263
2024
Q1 		– Hold
0
– – – 410
2023
Q4 		– Hold
0
– – – 401
2023
Q3 		– Hold
0
– – – 385
2023
Q2 		– Hold
0
– – – 347
2022
Q2 		– Hold
0
– – – 347
2022
Q1 		– Hold
0
– – – 335
2016
Q2 		– Sell
-148,157
Closed -$6.22M – 181
2016
Q1 		$6.22M Buy
+148,157
New +$6.24M 0.67% 55

Other funds holding OZK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return