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OZK icon

Meridian Management’s Bank OZK OZK Stock Holding History

Meridian 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
2025
Q1 		– Sell
-6,582
Closed -$293K – 93
2024
Q4 		$293K Buy
6,582
+45
+0.7% +$2.06K 0.08% 80
2024
Q3 		$281K Buy
6,537
+44
+0.7% +$1.87K 0.07% 83
2024
Q2 		$266K Sell
6,493
-7
-0.1% -$305 0.07% 84
2024
Q1 		$295K Sell
6,500
-200
-3% -$8.95K 0.08% 82
2023
Q4 		$285K Buy
+6,700
New +$276K 0.08% 83
2018
Q2 		– Sell
-4,155
Closed -$201K – 80
2018
Q1 		$201K Buy
4,155
+10
+0.2% +$506 0.09% 72
2017
Q4 		$201K Buy
+4,145
New +$192K 0.09% 73
2016
Q2 		– Sell
-4,800
Closed -$201K – 65
2016
Q1 		$201K Hold
4,800
– – 0.12% 65
2015
Q4 		$237K Buy
4,800
+200
+4% +$10K 0.15% 62
2015
Q3 		$201K Hold
4,600
– – 0.13% 64
2015
Q2 		$210K Buy
+4,600
New +$196K 0.13% 63

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meridian Management's OZK Position: Q1 2025 in Review

Meridian Management sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 6,582 shares — an estimated $293K sold.

Meridian Management first reported a position in OZK in Q2 2015 and held it in 11 quarters. The position peaked at $295K in Q1 2024. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Meridian Management reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Meridian Management sold 6,582 Bank OZK shares in Q1 2025, an estimated $293K.
  • Meridian Management first reported a position in Bank OZK in Q2 2015 and held it in 11 quarters.
  • Meridian Management's Bank OZK position peaked at $295K in Q1 2024.
  • 480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.