Investors Research Corp’s Bank OZK OZK Stock Holding History

Investors Research Corp’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 Q3	$27.6K	Hold	600	–	–	﹤0.01%	442
2026 Q2	$31.3K	Hold	600	–	–	0.01%	430
2026 Q1	$27.5K	Hold	600	–	–	0.01%	449
2025 Q4	$27.6K	Hold	600	–	–	0.01%	505
2025 Q3	$30.6K	Hold	600	–	–	0.01%	492
2025 Q2	$28.2K	Hold	600	–	–	0.01%	530
2025 Q1	$26.1K	Hold	600	–	–	0.01%	544
2024 Q4	$26.7K	Hold	600	–	–	0.01%	550
2024 Q3	$25.8K	Hold	600	–	–	0.01%	565
2024 Q2	$24.6K	Hold	600	–	–	0.01%	594
2024 Q1	$27.3K	Hold	600	–	–	0.01%	580
2023 Q4	$29.9K	Hold	600	–	–	0.01%	577
2023 Q3	$22.2K	Hold	600	–	–	0.01%	628
2023 Q2	$24.1K	Hold	600	–	–	0.01%	617
2023 Q1	$20.5K	Hold	600	–	–	0.01%	667
2022 Q4	$24K	Hold	600	–	–	0.01%	629
2022 Q3	$24K	Hold	600	–	–	0.01%	618
2022 Q2	$23K	Hold	600	–	–	0.01%	629
2022 Q1	$26K	Hold	600	–	–	0.01%	609
2021 Q4	$28K	Hold	600	–	–	0.01%	611
2021 Q3	$26K	Hold	600	–	–	0.01%	629
2021 Q2	$25K	Hold	600	–	–	0.01%	640
2021 Q1	$25K	Hold	600	–	–	0.01%	644
2020 Q4	$19K	Hold	600	–	–	0.01%	745
2020 Q3	$13K	Hold	600	–	–	0.01%	778
2020 Q2	$14K	Hold	600	–	–	0.01%	742
2020 Q1	$10K	Hold	600	–	–	0.01%	781
2019 Q4	$18K	Hold	600	–	–	0.01%	736
2019 Q3	$16K	Hold	600	–	–	0.01%	763
2019 Q2	$18K	Hold	600	–	–	0.01%	723
2019 Q1	$17K	Buy	+600	New	+$18.2K	0.01%	719

Other funds holding OZK

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Investors Research Corp's OZK Position: Q3 2026 in Review

Investors Research Corp held its Bank OZK (OZK) position steady in Q3 2026 at 600 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Investors Research Corp first reported a position in OZK in Q1 2019 and has held it in 31 quarters since. The position peaked at $31.3K in Q2 2026. 32 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Investors Research Corp held 600 shares of Bank OZK worth $27.6K as of Q3 2026.
Investors Research Corp left its Bank OZK share count unchanged in Q3 2026.
Bank OZK made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #442 holding.
Investors Research Corp first reported a position in Bank OZK in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Bank OZK position peaked at $31.3K in Q2 2026.
32 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.