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	$3.36M	Sell	73,200 -56,000	-43%	-$2.64M	0.12%	173
2025 Q4	$5.95M	Buy	129,200 +34,000	+36%	+$1.59M	0.14%	187
2025 Q3	$4.85M	Buy	+95,200	New	+$4.86M	0.1%	227
2025 Q1	–	Sell	-32,000	Closed	-$1.42M	–	501
2024 Q4	$1.42M	Buy	+32,000	New	+$1.46M	0.04%	296
2024 Q3	–	Sell	-639	Closed	-$2.62M	–	460
2024 Q2	$2.62M	Buy	+639	New	+$27.8K	0.08%	271
2024 Q1	–	Sell	-500	Closed	-$2.49M	–	409
2023 Q4	$2.49M	Sell	500 -300	-38%	-$12.4K	0.11%	213
2023 Q3	$2.97M	Sell	800 -49,200	-98%	-$1.99M	0.12%	200
2023 Q2	$2.01M	Buy	+50,000	New	+$1.79M	0.1%	197

Other funds holding OZK

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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