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Ontario Teachers' Pension Plan Board’s Bank OZK OZK Stock Holding History

Ontario Teachers' Pension Plan Board’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
Q3 		– Sell
-24,577
Closed -$1.16M – 298
2025
Q2 		$1.16M Buy
24,577
+14,316
+140% +$626K 0.02% 205
2025
Q1 		$446K Sell
10,261
-980
-9% -$46.4K 0.01% 361
2024
Q4 		$501K Sell
11,241
-1,867
-14% -$85.4K 0.01% 336
2024
Q3 		$564K Sell
13,108
-2,809
-18% -$120K ﹤0.01% 319
2024
Q2 		$653K Sell
15,917
-15,918
-50% -$693K 0.01% 367
2024
Q1 		$1.45M Buy
31,835
+11,844
+59% +$530K 0.01% 299
2023
Q4 		$996K Sell
19,991
-7,663
-28% -$316K 0.01% 360
2023
Q3 		$1.03M Sell
27,654
-1,551
-5% -$62.8K 0.01% 351
2023
Q2 		$1.17M Hold
29,205
– – 0.01% 324
2023
Q1 		$999K Sell
29,205
-5,215
-15% -$219K 0.01% 317
2022
Q4 		$1.38M Buy
34,420
+1,289
+4% +$55.3K 0.01% 258
2022
Q3 		$1.31M Buy
33,131
+16,735
+102% +$673K 0.02% 257
2022
Q2 		$615K Buy
16,396
+6,067
+59% +$239K 0.01% 309
2022
Q1 		$441K Buy
+10,329
New +$482K 0.01% 363
2021
Q1 		– Sell
-23,443
Closed -$733K – 506
2020
Q4 		$733K Buy
+23,443
New +$633K 0.01% 259

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's OZK Position: Q3 2025 in Review

Ontario Teachers' Pension Plan Board sold out of Bank OZK (OZK) in Q3 2025, closing a stake of 24,577 shares — an estimated $1.16M sold.

Ontario Teachers' Pension Plan Board first reported a position in OZK in Q4 2020 and held it in 15 quarters. The position peaked at $1.45M in Q1 2024. 526 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

  • Ontario Teachers' Pension Plan Board reported no remaining Bank OZK position as of Q3 2025 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 24,577 Bank OZK shares in Q3 2025, an estimated $1.16M.
  • Ontario Teachers' Pension Plan Board first reported a position in Bank OZK in Q4 2020 and held it in 15 quarters.
  • Ontario Teachers' Pension Plan Board's Bank OZK position peaked at $1.45M in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2025, filed 7 Nov 2025.