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Livforsakringsbolaget Skandia’s Bank OZK OZK Stock Holding History

Livforsakringsbolaget Skandia’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 		$2.9M Buy
63,200
+5,700
+10% +$269K 0.11% 121
2025
Q4 		$2.65M Hold
57,500
– – 0.1% 128
2025
Q3 		$2.93M Buy
+57,500
New +$2.94M 0.11% 132

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
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 $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Livforsakringsbolaget Skandia's OZK Position: Q1 2026 in Review

Livforsakringsbolaget Skandia increased its Bank OZK (OZK) stake by 9.9% in Q1 2026, buying an estimated $269K and bringing the position to 63,200 shares worth $2.9M. The position accounts for 0.11% of the portfolio, ranked #121.

Livforsakringsbolaget Skandia first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.93M in Q3 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Livforsakringsbolaget Skandia held 63,200 shares of Bank OZK worth $2.9M as of Q1 2026.
  • Livforsakringsbolaget Skandia bought 5,700 Bank OZK shares in Q1 2026, an estimated $269K.
  • Bank OZK made up 0.11% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #121 holding.
  • Livforsakringsbolaget Skandia first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
  • Livforsakringsbolaget Skandia's Bank OZK position peaked at $2.93M in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.