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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

&Partners's OZK Position: Q1 2026 in Review

&Partners increased its Bank OZK (OZK) stake by 14% in Q1 2026, buying an estimated $46.2K and bringing the position to 7,767 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

&Partners first reported a position in OZK in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • &Partners held 7,767 shares of Bank OZK worth $357K as of Q1 2026.
  • &Partners bought 980 Bank OZK shares in Q1 2026, an estimated $46.2K.
  • Bank OZK made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1878 holding.
  • &Partners first reported a position in Bank OZK in Q4 2024 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.