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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mercer Global Advisors's OZK Position: Q1 2026 in Review

Mercer Global Advisors increased its Bank OZK (OZK) stake by 63% in Q1 2026, buying an estimated $380K and bringing the position to 20,824 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Mercer Global Advisors first reported a position in OZK in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.75M in Q4 2021. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Mercer Global Advisors held 20,824 shares of Bank OZK worth $956K as of Q1 2026.
Mercer Global Advisors bought 8,057 Bank OZK shares in Q1 2026, an estimated $380K.
Bank OZK made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1584 holding.
Mercer Global Advisors first reported a position in Bank OZK in Q3 2021 and has held it in 9 quarters since.
Mercer Global Advisors's Bank OZK position peaked at $3.75M in Q4 2021.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.