PCM
OZK icon

Prelude Capital Management’s Bank OZK OZK Stock Holding History

Prelude Capital 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 		– Sell
-6,108
Closed -$281K – 1496
2025
Q4 		$281K Buy
6,108
+1,441
+31% +$67.4K 0.02% 826
2025
Q3 		$238K Buy
+4,667
New +$238K 0.02% 854
2024
Q3 		– Sell
-6,488
Closed -$266K – 1486
2024
Q2 		$266K Sell
6,488
-1,423
-18% -$61.9K 0.02% 843
2024
Q1 		$360K Buy
+7,911
New +$354K 0.02% 801
2022
Q4 		– Sell
-5,085
Closed -$201K – 1534
2022
Q3 		$201K Buy
+5,085
New +$205K 0.01% 1075
2021
Q4 		– Sell
-9,031
Closed -$388K – 2182
2021
Q3 		$388K Buy
+9,031
New +$376K 0.01% 1021
2020
Q4 		– Sell
-3,767
Closed -$80K – 1800
2020
Q3 		$80K Buy
3,767
+351
+10% +$8.18K ﹤0.01% 984
2020
Q2 		$80K Buy
+3,416
New +$73.2K ﹤0.01% 1019
2020
Q1 		– Sell
-6,337
Closed -$193K – 1878
2019
Q4 		$193K Buy
+6,337
New +$186K 0.01% 869
2019
Q3 		– Sell
-3,375
Closed -$102K – 1951
2019
Q2 		$102K Buy
+3,375
New +$105K 0.01% 941
2014
Q2 		– Sell
-1,400
Closed -$48K – 2104
2014
Q1 		$48K Hold
1,400
– – 0.01% 1322
2013
Q4 		$40K Buy
+1,400
New +$36.3K 0.01% 1106

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

Prelude Capital Management's OZK Position: Q1 2026 in Review

Prelude Capital Management sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 6,108 shares — an estimated $281K sold.

Prelude Capital Management first reported a position in OZK in Q4 2013 and held it in 12 quarters. The position peaked at $388K in Q3 2021. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Prelude Capital Management reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 6,108 Bank OZK shares in Q1 2026, an estimated $281K.
  • Prelude Capital Management first reported a position in Bank OZK in Q4 2013 and held it in 12 quarters.
  • Prelude Capital Management's Bank OZK position peaked at $388K in Q3 2021.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.