P
OZK icon

&Partners’s Bank OZK OZK Stock Holding History

&Partners’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 		$462K Buy
8,861
+1,094
+14% +$53.3K ﹤0.01% 1872
2026
Q1 		$357K Buy
7,767
+980
+14% +$46.2K ﹤0.01% 1878
2025
Q4 		$312K Buy
6,787
+509
+8% +$23.8K ﹤0.01% 1884
2025
Q3 		$320K Sell
6,278
-111
-2% -$5.67K ﹤0.01% 1707
2025
Q2 		$301K Buy
6,389
+1,494
+31% +$65.4K ﹤0.01% 1623
2025
Q1 		$218K Sell
4,895
-1,810
-27% -$85.6K ﹤0.01% 1589
2024
Q4 		$298K Buy
+6,705
New +$307K ﹤0.01% 1340

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

&Partners's OZK Position: Q2 2026 in Review

&Partners increased its Bank OZK (OZK) stake by 14% in Q2 2026, buying an estimated $53.3K and bringing the position to 8,861 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

&Partners first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • &Partners held 8,861 shares of Bank OZK worth $462K as of Q2 2026.
  • &Partners bought 1,094 Bank OZK shares in Q2 2026, an estimated $53.3K.
  • Bank OZK made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1872 holding.
  • &Partners first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.