Moody Aldrich Partners’s Bank OZK OZK Stock Holding History

Moody Aldrich Partners’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	$3.63M	Sell	69,648 -14,252	-17%	-$694K	0.65%	74
2026 Q1	$3.85M	Hold	83,900	–	–	0.69%	68
2025 Q4	$3.86M	Buy	+83,900	New	+$3.92M	0.72%	60
2017 Q3	–	Sell	-33,005	Closed	-$1.55M	–	99
2017 Q2	$1.55M	Buy	33,005 +8,020	+32%	+$381K	1.93%	7
2017 Q1	$1.3M	Sell	24,985 -61,890	-71%	-$3.33M	2.22%	5
2016 Q4	$4.57M	Buy	86,875 +46,940	+118%	+$2.09M	2.95%	1
2016 Q3	$1.53M	Buy	+39,935	New	+$1.51M	1.07%	36

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moody Aldrich Partners's OZK Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Bank OZK (OZK) stake by 17% in Q2 2026, selling an estimated $694K and leaving 69,648 shares worth $3.63M. The position accounts for 0.65% of the portfolio, ranked #74.

Moody Aldrich Partners first reported a position in OZK in Q3 2016 and has held it in 7 quarters since. The position peaked at $4.57M in Q4 2016. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Moody Aldrich Partners held 69,648 shares of Bank OZK worth $3.63M as of Q2 2026.
Moody Aldrich Partners sold 14,252 Bank OZK shares in Q2 2026, an estimated $694K.
Bank OZK made up 0.65% of Moody Aldrich Partners's portfolio in Q2 2026, its #74 holding.
Moody Aldrich Partners first reported a position in Bank OZK in Q3 2016 and has held it in 7 quarters since.
Moody Aldrich Partners's Bank OZK position peaked at $4.57M in Q4 2016.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.