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	-87,500	Closed	-$4.03M	–	3145
2025 Q4	$4.03M	Hold	87,500	–	–	0.01%	1053
2025 Q3	$4.46M	Buy	87,500 +80,700	+1,187%	+$4.12M	0.01%	1088
2025 Q2	$320K	Hold	6,800	–	–	﹤0.01%	2299
2025 Q1	$295K	Sell	6,800 -148,900	-96%	-$7.04M	﹤0.01%	2283
2024 Q4	$6.93M	Buy	+155,700	New	+$7.12M	0.01%	727

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

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. 498 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.
498 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.