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Peninsula Asset Management’s Bank OZK OZK Stock Holding History

Peninsula Asset Management’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 		$775K Buy
+16,897
New +$796K 0.4% 40

Other funds holding OZK

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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

Peninsula Asset Management's OZK Position: Q1 2026 in Review

Peninsula Asset Management opened a new position in Bank OZK (OZK) in Q1 2026: 16,897 shares worth $775K. The stake represents 0.4% of the portfolio and ranks #40 among its holdings.

498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Peninsula Asset Management held 16,897 shares of Bank OZK worth $775K as of Q1 2026.
  • Bank OZK was a new Peninsula Asset Management position in Q1 2026.
  • Bank OZK made up 0.4% of Peninsula Asset Management's portfolio in Q1 2026, its #40 holding.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.