Jump Financial’s Bank OZK OZK Stock Holding History

Jump Financial’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	$4.71M	Sell	102,600 -1,413	-1%	-$66.6K	0.07%	377
2025 Q4	$4.79M	Buy	+104,013	New	+$4.87M	0.06%	375
2025 Q3	–	Sell	-46,338	Closed	-$2.18M	–	2094
2025 Q2	$2.18M	Buy	+46,338	New	+$2.03M	0.03%	692
2025 Q1	–	Sell	-129,231	Closed	-$5.75M	–	1903
2024 Q4	$5.75M	Buy	129,231 +70,378	+120%	+$3.22M	0.12%	222
2024 Q3	$2.53M	Sell	58,853 -22,244	-27%	-$947K	0.05%	429
2024 Q2	$3.32M	Sell	81,097 -1,743	-2%	-$75.8K	0.07%	379
2024 Q1	$3.77M	Buy	+82,840	New	+$3.71M	0.1%	219
2023 Q4	–	Sell	-8,249	Closed	-$306K	–	2113
2023 Q3	$306K	Buy	+8,249	New	+$334K	0.01%	1296
2023 Q2	–	Sell	-17,310	Closed	-$592K	–	2066
2023 Q1	$592K	Sell	17,310 -14,866	-46%	-$624K	0.02%	816
2022 Q4	$1.29M	Buy	+32,176	New	+$1.38M	0.07%	388
2022 Q3	–	Sell	-14,271	Closed	-$536K	–	1854
2022 Q2	$536K	Sell	14,271 -10,831	-43%	-$427K	0.02%	831
2022 Q1	$1.07M	Buy	+25,102	New	+$1.17M	0.05%	501

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