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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
Q2 		$860K Buy
16,502
+3,078
+23% +$150K 0.08% 161
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kera Capital Partners's OZK Position: Q2 2026 in Review

Kera Capital Partners increased its Bank OZK (OZK) stake by 23% in Q2 2026, buying an estimated $150K and bringing the position to 16,502 shares worth $860K. The position accounts for 0.08% of the portfolio, ranked #161.

Kera Capital Partners first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Kera Capital Partners held 16,502 shares of Bank OZK worth $860K as of Q2 2026.
  • Kera Capital Partners bought 3,078 Bank OZK shares in Q2 2026, an estimated $150K.
  • Bank OZK made up 0.08% of Kera Capital Partners's portfolio in Q2 2026, its #161 holding.
  • Kera Capital Partners first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.