PEAK6’s Bank OZK OZK Stock Holding History

PEAK6’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	-78,704	Closed	-$3.62M	–	3146
2025 Q4	$3.62M	Buy	+78,704	New	+$3.68M	0.01%	1109
2025 Q2	–	Sell	-9,616	Closed	-$421K	–	3366
2025 Q1	$418K	Buy	+9,616	New	+$455K	﹤0.01%	2154

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PEAK6's OZK Position: Q1 2026 in Review

PEAK6 sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 78,704 shares — an estimated $3.62M sold.

PEAK6 first reported a position in OZK in Q1 2025 and held it in 2 quarters. The position peaked at $3.62M in Q4 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

PEAK6 reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
PEAK6 sold 78,704 Bank OZK shares in Q1 2026, an estimated $3.62M.
PEAK6 first reported a position in Bank OZK in Q1 2025 and held it in 2 quarters.
PEAK6's Bank OZK position peaked at $3.62M in Q4 2025.
502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.