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Jackson Creek Investment Advisors’s Bank OZK OZK Stock Holding History

Jackson Creek Investment Advisors’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
2025
Q4 		– Sell
-22,571
Closed -$1.15M – 347
2025
Q3 		$1.15M Sell
22,571
-312
-1% -$15.9K 0.33% 157
2025
Q2 		$1.08M Buy
+22,883
New +$1M 0.29% 171
2024
Q2 		– Sell
-7,034
Closed -$320K – 343
2024
Q1 		$320K Sell
7,034
-167
-2% -$7.48K 0.11% 278
2023
Q4 		$359K Sell
7,201
-13
-0.2% -$536 0.14% 270
2023
Q3 		$267K Sell
7,214
-101
-1% -$4.09K 0.11% 287
2023
Q2 		$294K Sell
7,315
-11,866
-62% -$426K 0.12% 290
2023
Q1 		$656K Sell
19,181
-26
-0.1% -$1.09K 0.28% 201
2022
Q4 		$769K Sell
19,207
-814
-4% -$34.9K 0.34% 171
2022
Q3 		$792K Buy
20,021
+11,612
+138% +$467K 0.37% 140
2022
Q2 		$337K Sell
8,409
-2,685
-24% -$106K 0.14% 279
2022
Q1 		$474K Buy
11,094
+2,395
+28% +$112K 0.17% 251
2021
Q4 		$405K Sell
8,699
-8
-0.1% -$365 0.14% 252
2021
Q3 		$374K Sell
8,707
-313
-3% -$13K 0.14% 257
2021
Q2 		$380K Buy
+9,020
New +$376K 0.14% 251

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Jackson Creek Investment Advisors's OZK Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 22,571 shares — an estimated $1.15M sold.

Jackson Creek Investment Advisors first reported a position in OZK in Q2 2021 and held it in 14 quarters. The position peaked at $1.15M in Q3 2025. 508 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Jackson Creek Investment Advisors reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 22,571 Bank OZK shares in Q4 2025, an estimated $1.15M.
  • Jackson Creek Investment Advisors first reported a position in Bank OZK in Q2 2021 and held it in 14 quarters.
  • Jackson Creek Investment Advisors's Bank OZK position peaked at $1.15M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.