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Optas LLC’s Bank OZK OZK Stock Holding History

Optas LLC’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 		$226K Buy
+4,330
New +$211K 0.03% 411

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Optas LLC's OZK Position: Q2 2026 in Review

Optas LLC opened a new position in Bank OZK (OZK) in Q2 2026: 4,330 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #411 among its holdings.

91 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Optas LLC held 4,330 shares of Bank OZK worth $226K as of Q2 2026.
  • Bank OZK was a new Optas LLC position in Q2 2026.
  • Bank OZK made up 0.03% of Optas LLC's portfolio in Q2 2026, its #411 holding.
  • 91 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.