MAM
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Meeder Asset Management’s Bank OZK OZK Stock Holding History

Meeder Asset Management’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 		$280K Buy
+5,368
New +$261K 0.01% 269
2023
Q1 		– Sell
-2,480
Closed -$99.3K – 768
2022
Q4 		$99.3K Buy
2,480
+114
+5% +$4.89K 0.01% 478
2022
Q3 		$94K Buy
2,366
+1,073
+83% +$43.2K 0.01% 706
2022
Q2 		$49K Buy
1,293
+480
+59% +$18.9K ﹤0.01% 874
2022
Q1 		$35K Buy
+813
New +$37.9K ﹤0.01% 1079
2021
Q4 		– Sell
-5,133
Closed -$221K – 1991
2021
Q3 		$221K Sell
5,133
-987
-16% -$41.1K 0.01% 690
2021
Q2 		$258K Buy
6,120
+3,672
+150% +$153K 0.01% 675
2021
Q1 		$99K Buy
2,448
+2,145
+708% +$84.5K 0.01% 926
2020
Q4 		$9K Sell
303
-9,473
-97% -$256K ﹤0.01% 1030
2020
Q3 		$208K Buy
9,776
+9,216
+1,646% +$215K 0.01% 601
2020
Q2 		$13K Sell
560
-117
-17% -$2.51K ﹤0.01% 1244
2020
Q1 		$11K Sell
677
-8,013
-92% -$206K ﹤0.01% 1479
2019
Q4 		$266K Buy
8,690
+7,437
+594% +$218K 0.02% 527
2019
Q3 		$34K Buy
1,253
+270
+27% +$7.51K ﹤0.01% 1139
2019
Q2 		$30K Buy
+983
New +$30.5K ﹤0.01% 1103
2015
Q4 		– Sell
-13
Closed -$1K – 844
2015
Q3 		$1K Buy
+13
New +$566 ﹤0.01% 681

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

Meeder Asset Management's OZK Position: Q2 2026 in Review

Meeder Asset Management opened a new position in Bank OZK (OZK) in Q2 2026: 5,368 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Meeder Asset Management previously reported a position in OZK as recently as Q4 2022.

Meeder Asset Management first reported a position in OZK in Q3 2015 and has held it in 16 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Meeder Asset Management held 5,368 shares of Bank OZK worth $280K as of Q2 2026.
  • Bank OZK was a new Meeder Asset Management position in Q2 2026.
  • Bank OZK made up 0.01% of Meeder Asset Management's portfolio in Q2 2026, its #269 holding.
  • Meeder Asset Management first reported a position in Bank OZK in Q3 2015 and has held it in 16 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.