Kilter Group’s Bank OZK OZK Stock Holding History

Kilter Group’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	$2.5K	Buy	48 +6	+14%	+$292	﹤0.01%	932
2026 Q1	$1.93K	Buy	42 +41	+4,100%	+$1.93K	﹤0.01%	966
2025 Q4	$47	Buy	+1	New	+$47	﹤0.01%	1359

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kilter Group's OZK Position: Q2 2026 in Review

Kilter Group increased its Bank OZK (OZK) stake by 14% in Q2 2026, buying an estimated $292 and bringing the position to 48 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Kilter Group first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Kilter Group held 48 shares of Bank OZK worth $2.5K as of Q2 2026.
Kilter Group bought 6 Bank OZK shares in Q2 2026, an estimated $292.
Bank OZK made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #932 holding.
Kilter Group first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.