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OZK icon

Profund Advisors’s Bank OZK OZK Stock Holding History

Profund Advisors’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
-4,641
Closed -$214K – 1241
2025
Q4 		$214K Buy
4,641
+171
+4% +$8K 0.01% 1124
2025
Q3 		$228K Sell
4,470
-147
-3% -$7.51K 0.01% 900
2025
Q2 		$217K Sell
4,617
-384
-8% -$16.8K 0.01% 856
2025
Q1 		$217K Sell
5,001
-4,874
-49% -$231K 0.01% 862
2024
Q4 		$440K Buy
9,875
+2,327
+31% +$106K 0.02% 584
2024
Q3 		$324K Buy
7,548
+1,553
+26% +$66.1K 0.01% 756
2024
Q2 		$246K Sell
5,995
-981
-14% -$42.7K 0.01% 851
2024
Q1 		$317K Sell
6,976
-129
-2% -$5.78K 0.01% 822
2023
Q4 		$354K Buy
7,105
+789
+12% +$32.5K 0.02% 694
2023
Q3 		$234K Sell
6,316
-848
-12% -$34.4K 0.01% 788
2023
Q2 		$288K Sell
7,164
-2,398
-25% -$86K 0.02% 751
2023
Q1 		$327K Buy
9,562
+4,088
+75% +$172K 0.02% 675
2022
Q4 		$219K Buy
5,474
+237
+5% +$10.2K 0.01% 846
2022
Q3 		$207K Sell
5,237
-488
-9% -$19.6K 0.01% 813
2022
Q2 		$215K Sell
5,725
-2,518
-31% -$99.4K 0.01% 864
2022
Q1 		$352K Buy
8,243
+345
+4% +$16.1K 0.01% 800
2021
Q4 		$367K Sell
7,898
-213
-3% -$9.71K 0.01% 829
2021
Q3 		$349K Sell
8,111
-8,801
-52% -$367K 0.01% 839
2021
Q2 		$712K Buy
16,912
+6,854
+68% +$286K 0.02% 483
2021
Q1 		$411K Buy
10,058
+1,831
+22% +$72.1K 0.02% 726
2020
Q4 		$257K Buy
+8,227
New +$222K 0.01% 933
2020
Q1 		– Sell
-11,092
Closed -$338K – 1054
2019
Q4 		$338K Sell
11,092
-880
-7% -$25.8K 0.01% 842
2019
Q3 		$326K Buy
11,972
+1,119
+10% +$31.1K 0.02% 865
2019
Q2 		$327K Sell
10,853
-867
-7% -$26.9K 0.02% 884
2019
Q1 		$340K Buy
+11,720
New +$355K 0.02% 855
2018
Q4 		– Sell
-15,503
Closed -$588K – 1337
2018
Q3 		$588K Sell
15,503
-2,483
-14% -$102K 0.02% 676
2018
Q2 		$810K Sell
17,986
-2,935
-14% -$140K 0.03% 472
2018
Q1 		$1.01M Buy
20,921
+2,153
+11% +$109K 0.04% 409
2017
Q4 		$909K Buy
18,768
+2,843
+18% +$132K 0.04% 497
2017
Q3 		$765K Buy
15,925
+1,167
+8% +$52K 0.03% 521
2017
Q2 		$692K Sell
14,758
-4,334
-23% -$206K 0.03% 544
2017
Q1 		$993K Buy
19,092
+622
+3% +$33.5K 0.04% 445
2016
Q4 		$971K Buy
18,470
+2,217
+14% +$98.7K 0.04% 446
2016
Q3 		$624K Buy
16,253
+4,042
+33% +$153K 0.03% 632
2016
Q2 		$458K Buy
12,211
+658
+6% +$25.9K 0.02% 845
2016
Q1 		$485K Sell
11,553
-3,958
-26% -$167K 0.03% 765
2015
Q4 		$767K Buy
15,511
+5,442
+54% +$273K 0.04% 471
2015
Q3 		$441K Sell
10,069
-1,342
-12% -$58.5K 0.03% 625
2015
Q2 		$522K Sell
11,411
-11,469
-50% -$488K 0.02% 743
2015
Q1 		$845K Buy
22,880
+10,636
+87% +$379K 0.03% 568
2014
Q4 		$464K Buy
12,244
+2,155
+21% +$75.2K 0.02% 872
2014
Q3 		$318K Sell
10,089
-7,390
-42% -$238K 0.01% 972
2014
Q2 		$585K Buy
17,479
+237
+1% +$7.36K 0.03% 806
2014
Q1 		$587K Sell
17,242
-3,828
-18% -$119K 0.03% 790
2013
Q4 		$596K Buy
21,070
+5,390
+34% +$140K 0.03% 913
2013
Q3 		$376K Buy
15,680
+2,820
+22% +$66.3K 0.02% 1139
2013
Q2 		$279K Buy
+12,860
New +$274K 0.02% 1029

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

Profund Advisors's OZK Position: Q1 2026 in Review

Profund Advisors sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 4,641 shares — an estimated $214K sold.

Profund Advisors first reported a position in OZK in Q2 2013 and held it in 47 quarters. The position peaked at $1.01M in Q1 2018. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Profund Advisors reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Profund Advisors sold 4,641 Bank OZK shares in Q1 2026, an estimated $214K.
  • Profund Advisors first reported a position in Bank OZK in Q2 2013 and held it in 47 quarters.
  • Profund Advisors's Bank OZK position peaked at $1.01M in Q1 2018.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.