Koss-Olinger Consulting’s Bank OZK OZK Stock Holding History

Koss-Olinger Consulting’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	$281K	Buy	+5,400	New	+$263K	0.02%	138
2025 Q4	–	Sell	-11,800	Closed	-$555K	–	304
2025 Q3	$555K	Hold	11,800	–	–	0.05%	184
2025 Q2	$555K	Hold	11,800	–	–	0.05%	186
2025 Q1	$513K	Buy	+11,800	New	+$558K	0.04%	193
2024 Q4	–	Sell	-7,000	Closed	-$301K	–	261
2024 Q3	$301K	Hold	7,000	–	–	0.03%	224
2024 Q2	$287K	Buy	+7,000	New	+$305K	0.03%	219
2024 Q1	–	Sell	-7,000	Closed	-$349K	–	219
2023 Q4	$349K	Sell	7,000 -6,000	-46%	-$247K	0.03%	220
2023 Q3	$482K	Hold	13,000	–	–	0.07%	130
2023 Q2	$522K	Buy	13,000 +2,500	+24%	+$89.7K	0.06%	131
2023 Q1	$359K	Buy	10,500 +2,500	+31%	+$105K	0.04%	160
2022 Q4	$320K	Hold	8,000	–	–	0.05%	154
2022 Q3	$316K	Buy	+8,000	New	+$322K	0.05%	144

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 $3.38T AUM 44.17% 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

Koss-Olinger Consulting's OZK Position: Q2 2026 in Review

Koss-Olinger Consulting opened a new position in Bank OZK (OZK) in Q2 2026: 5,400 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings. This is a return to the name: Koss-Olinger Consulting previously reported a position in OZK as recently as Q3 2025.

Koss-Olinger Consulting first reported a position in OZK in Q3 2022 and has held it in 12 quarters since. The position peaked at $555K in Q2 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Koss-Olinger Consulting held 5,400 shares of Bank OZK worth $281K as of Q2 2026.
Bank OZK was a new Koss-Olinger Consulting position in Q2 2026.
Bank OZK made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #138 holding.
Koss-Olinger Consulting first reported a position in Bank OZK in Q3 2022 and has held it in 12 quarters since.
Koss-Olinger Consulting's Bank OZK position peaked at $555K in Q2 2025.
529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.