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Michael Gelband’s Bank OZK OZK Stock Holding History

Michael Gelband’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
-80,000
Closed -$3.57M – 1864
2024
Q4 		$3.57M Buy
80,000
+40,000
+100% +$1.83M 0.02% 543
2024
Q3 		$1.72M Buy
+40,000
New +$1.7M 0.01% 796

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

Michael Gelband's OZK Position: Q2 2026 in Review

Michael Gelband increased its Bank OZK (OZK) stake by 175% in Q2 2026, buying an estimated $4.3M and bringing the position to 138,823 shares worth $7.23M. The position accounts for 0.05% of the portfolio, ranked #379.

Michael Gelband first reported a position in OZK in Q4 2018 and has held it in 17 quarters since. 524 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Michael Gelband held 138,823 shares of Bank OZK worth $7.23M as of Q2 2026.
  • Michael Gelband bought 88,253 Bank OZK shares in Q2 2026, an estimated $4.3M.
  • Bank OZK made up 0.05% of Michael Gelband's portfolio in Q2 2026, its #379 holding.
  • Michael Gelband first reported a position in Bank OZK in Q4 2018 and has held it in 17 quarters since.
  • 524 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.