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Morningstar Investment Management’s Bank OZK OZK Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-49,498
Closed -$2.52M – 424
2025
Q3 		$2.52M Buy
+49,498
New +$2.53M 0.09% 221

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Morningstar Investment Management's OZK Position: Q4 2025 in Review

Morningstar Investment Management sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 49,498 shares — an estimated $2.52M sold.

Morningstar Investment Management first reported a position in OZK in Q3 2025 and held it in 1 quarter. The position peaked at $2.52M in Q3 2025. 508 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Morningstar Investment Management reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 49,498 Bank OZK shares in Q4 2025, an estimated $2.52M.
  • Morningstar Investment Management first reported a position in Bank OZK in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Bank OZK position peaked at $2.52M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.