Mercer Global Advisors
OZK icon

Mercer Global Advisors’s Bank OZK OZK Stock Holding History

Mercer Global Advisors’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 		$3.55M Buy
68,233
+47,409
+228% +$2.31M ﹤0.01% 1040
2026
Q1 		$956K Buy
20,824
+8,057
+63% +$380K ﹤0.01% 1584
2025
Q4 		$588K Sell
12,767
-3,977
-24% -$186K ﹤0.01% 1761
2025
Q3 		$854K Buy
16,744
+8,528
+104% +$436K ﹤0.01% 1471
2025
Q2 		$387K Sell
8,216
-705
-8% -$30.8K ﹤0.01% 1702
2025
Q1 		$388K Buy
8,921
+1,292
+17% +$61.1K ﹤0.01% 1618
2024
Q4 		$340K Buy
+7,629
New +$349K ﹤0.01% 1666
2022
Q2 		– Sell
-80,583
Closed -$3.44M – 1893
2022
Q1 		$3.44M Sell
80,583
-50
-0.1% -$2.33K 0.02% 493
2021
Q4 		$3.75M Buy
80,633
+717
+0.9% +$32.7K 0.02% 440
2021
Q3 		$3.44M Buy
+79,916
New +$3.33M 0.02% 451

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

Mercer Global Advisors's OZK Position: Q2 2026 in Review

Mercer Global Advisors increased its Bank OZK (OZK) stake by 228% in Q2 2026, buying an estimated $2.31M and bringing the position to 68,233 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Mercer Global Advisors first reported a position in OZK in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2021. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Mercer Global Advisors held 68,233 shares of Bank OZK worth $3.55M as of Q2 2026.
  • Mercer Global Advisors bought 47,409 Bank OZK shares in Q2 2026, an estimated $2.31M.
  • Bank OZK made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1040 holding.
  • Mercer Global Advisors first reported a position in Bank OZK in Q3 2021 and has held it in 10 quarters since.
  • Mercer Global Advisors's Bank OZK position peaked at $3.75M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.