James T. Borello
OZK icon

James T. Borello’s Bank OZK OZK Stock Holding History

James T. Borello’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 		$1.29K Hold
28
– – ﹤0.01% 975
2026
Q2 		$1.46K Hold
28
– – ﹤0.01% 986
2026
Q1 		$1.28K Hold
28
– – ﹤0.01% 976
2025
Q4 		$1.29K Buy
+28
New +$1.31K ﹤0.01% 848

Other funds holding OZK

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

James T. Borello's OZK Position: Q3 2026 in Review

James T. Borello held its Bank OZK (OZK) position steady in Q3 2026 at 28 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

James T. Borello first reported a position in OZK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.46K in Q2 2026. 151 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • James T. Borello held 28 shares of Bank OZK worth $1.29K as of Q3 2026.
  • James T. Borello left its Bank OZK share count unchanged in Q3 2026.
  • Bank OZK made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #975 holding.
  • James T. Borello first reported a position in Bank OZK in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Bank OZK position peaked at $1.46K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.