QSV Equity Investors’s Bank OZK OZK Stock Holding History

QSV Equity Investors’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
2025 Q4	$1.51M	Sell	32,827 -13,137	-29%	-$615K	2.23%	1
2025 Q3	$2.34M	Sell	45,964 -4,680	-9%	-$239K	2.39%	1
2025 Q2	$2.38M	Sell	50,644 -668	-1%	-$29.2K	2.48%	2
2025 Q1	$2.23M	Sell	51,312 -135	-0.3%	-$6.39K	2.31%	3
2024 Q4	$2.29M	Buy	51,447 +28	+0.1%	+$1.28K	2.2%	7
2024 Q3	$2.21M	Buy	51,419 +5,215	+11%	+$222K	2.07%	10
2024 Q2	$1.89M	Buy	46,204 +4,113	+10%	+$179K	1.98%	10
2024 Q1	$1.91M	Buy	42,091 +50	+0.1%	+$2.24K	1.84%	13
2023 Q4	$2.09M	Buy	+42,041	New	+$1.73M	2.04%	6

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

QSV Equity Investors's OZK Position: Q4 2025 in Review

QSV Equity Investors reduced its Bank OZK (OZK) stake by 29% in Q4 2025, selling an estimated $615K and leaving 32,827 shares worth $1.51M. The position accounts for 2.23% of the portfolio, ranked #1.

QSV Equity Investors first reported a position in OZK in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.38M in Q2 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

QSV Equity Investors held 32,827 shares of Bank OZK worth $1.51M as of Q4 2025.
QSV Equity Investors sold 13,137 Bank OZK shares in Q4 2025, an estimated $615K.
Bank OZK made up 2.23% of QSV Equity Investors's portfolio in Q4 2025, its #1 holding.
QSV Equity Investors first reported a position in Bank OZK in Q4 2023 and has held it in 9 quarters since.
QSV Equity Investors's Bank OZK position peaked at $2.38M in Q2 2025.
507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.