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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
Q2 		$880K Hold
16,897
– – 0.42% 38
2026
Q1 		$775K Buy
+16,897
New +$796K 0.4% 40

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WA
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American Century Companies
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Geode Capital Management
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AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Peninsula Asset Management's OZK Position: Q2 2026 in Review

Peninsula Asset Management held its Bank OZK (OZK) position steady in Q2 2026 at 16,897 shares worth $880K. The position accounts for 0.42% of the portfolio, ranked #38.

Peninsula Asset Management first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Peninsula Asset Management held 16,897 shares of Bank OZK worth $880K as of Q2 2026.
  • Peninsula Asset Management left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up 0.42% of Peninsula Asset Management's portfolio in Q2 2026, its #38 holding.
  • Peninsula Asset Management first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Peninsula Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.