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Kera Capital Partners’s Bank OZK OZK Stock Holding History

Kera Capital 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 		$616K Buy
13,424
+2,088
+18% +$98.4K 0.08% 183
2025
Q4 		$539K Buy
11,336
+236
+2% +$11K 0.07% 217
2025
Q3 		$566K Buy
11,100
+4,071
+58% +$208K 0.08% 125
2025
Q2 		$331K Buy
7,029
+1,224
+21% +$53.5K 0.07% 172
2025
Q1 		$252K Buy
+5,805
New +$275K 0.08% 138

Other funds holding OZK

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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

Kera Capital Partners's OZK Position: Q1 2026 in Review

Kera Capital Partners increased its Bank OZK (OZK) stake by 18% in Q1 2026, buying an estimated $98.4K and bringing the position to 13,424 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #183.

Kera Capital Partners first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Kera Capital Partners held 13,424 shares of Bank OZK worth $616K as of Q1 2026.
  • Kera Capital Partners bought 2,088 Bank OZK shares in Q1 2026, an estimated $98.4K.
  • Bank OZK made up 0.08% of Kera Capital Partners's portfolio in Q1 2026, its #183 holding.
  • Kera Capital Partners first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.