MV Capital Management’s Bank OZK OZK Stock Holding History

MV Capital 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
2026 Q2	$261	Hold	5	–	–	﹤0.01%	1117
2026 Q1	$230	Buy	5 +2	+67%	+$94	﹤0.01%	1060
2025 Q4	$139	Hold	3	–	–	﹤0.01%	1062
2025 Q3	$153	Hold	3	–	–	﹤0.01%	966
2025 Q2	$142	Buy	3 +2	+200%	+$87	﹤0.01%	972
2025 Q1	$44	Buy	+1	New	+$47	﹤0.01%	1035

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

MV Capital Management's OZK Position: Q2 2026 in Review

MV Capital Management held its Bank OZK (OZK) position steady in Q2 2026 at 5 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

MV Capital Management first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

MV Capital Management held 5 shares of Bank OZK worth $261 as of Q2 2026.
MV Capital Management left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1117 holding.
MV Capital Management first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.