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OZK icon

NewEdge Advisors’s Bank OZK OZK Stock Holding History

NewEdge Advisors’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 		$276K Buy
5,304
+4,661
+725% +$227K ﹤0.01% 2556
2026
Q1 		$29.5K Buy
643
+5
+0.8% +$236 ﹤0.01% 3087
2025
Q4 		$29.4K Buy
638
+8
+1% +$374 ﹤0.01% 3131
2025
Q3 		$32.1K Buy
630
+4
+0.6% +$204 ﹤0.01% 2971
2025
Q2 		$29.5K Buy
626
+5
+0.8% +$219 ﹤0.01% 2829
2025
Q1 		$27K Sell
621
-27
-4% -$1.28K ﹤0.01% 2757
2024
Q4 		$28.8K Buy
648
+5
+0.8% +$229 ﹤0.01% 2696
2024
Q3 		$27.6K Buy
643
+4
+0.6% +$170 ﹤0.01% 2622
2024
Q2 		$26.2K Sell
639
-108
-14% -$4.7K ﹤0.01% 2547
2024
Q1 		$34K Sell
747
-430
-37% -$19.2K ﹤0.01% 2440
2023
Q4 		$58.6K Buy
1,177
+55
+5% +$2.27K ﹤0.01% 2182
2023
Q3 		$41.6K Sell
1,122
-27,291
-96% -$1.11M ﹤0.01% 2142
2023
Q2 		$1.14M Buy
28,413
+1,128
+4% +$40.5K 0.01% 801
2023
Q1 		$933K Sell
27,285
-882
-3% -$37K 0.01% 804
2022
Q4 		$96.7K Buy
28,167
+5,772
+26% +$248K ﹤0.01% 1454
2022
Q3 		$886K Buy
+22,395
New +$901K 0.01% 689
2018
Q4 		– Sell
-13,315
Closed -$505K – 689
2018
Q3 		$505K Buy
+13,315
New +$547K 0.04% 356

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

NewEdge Advisors's OZK Position: Q2 2026 in Review

NewEdge Advisors increased its Bank OZK (OZK) stake by 725% in Q2 2026, buying an estimated $227K and bringing the position to 5,304 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

NewEdge Advisors first reported a position in OZK in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.14M in Q2 2023. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • NewEdge Advisors held 5,304 shares of Bank OZK worth $276K as of Q2 2026.
  • NewEdge Advisors bought 4,661 Bank OZK shares in Q2 2026, an estimated $227K.
  • Bank OZK made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2556 holding.
  • NewEdge Advisors first reported a position in Bank OZK in Q3 2018 and has held it in 17 quarters since.
  • NewEdge Advisors's Bank OZK position peaked at $1.14M in Q2 2023.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.