Optima Capital’s Bank OZK OZK Stock Holding History

Optima Capital’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 Q1	–	Sell	-286	Closed	-$13.2K	–	945
2025 Q4	$13.2K	Buy	+286	New	+$13.4K	0.01%	483

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optima Capital's OZK Position: Q1 2026 in Review

Optima Capital sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 286 shares — an estimated $13.2K sold.

Optima Capital first reported a position in OZK in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Optima Capital reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 286 Bank OZK shares in Q1 2026, an estimated $13.2K.
Optima Capital first reported a position in Bank OZK in Q4 2025 and held it in 1 quarter.
Optima Capital's Bank OZK position peaked at $13.2K in Q4 2025.
499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.