QI
OZK icon

QV Investors’s Bank OZK OZK Stock Holding History

QV 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
2026
Q2 		$7.4M Sell
142,060
-3,310
-2% -$161K 0.57% 46
2026
Q1 		$6.67M Sell
145,370
-14,180
-9% -$668K 0.54% 45
2025
Q4 		$7.34M Sell
159,550
-24,200
-13% -$1.13M 0.6% 42
2025
Q3 		$9.37M Sell
183,750
-35,330
-16% -$1.8M 0.81% 38
2025
Q2 		$10.3M Buy
219,080
+33,430
+18% +$1.46M 1.01% 32
2025
Q1 		$8.07M Buy
185,650
+22,060
+13% +$1.04M 0.81% 37
2024
Q4 		$7.29M Sell
163,590
-7,460
-4% -$341K 0.75% 38
2024
Q3 		$7.35M Sell
171,050
-35,050
-17% -$1.49M 0.65% 42
2024
Q2 		$8.45M Sell
206,100
-8,030
-4% -$349K 0.79% 38
2024
Q1 		$9.73M Hold
214,130
– – 0.84% 41
2023
Q4 		$10.7M Sell
214,130
-1,740
-0.8% -$71.7K 0.96% 37
2023
Q3 		$8M Buy
215,870
+31,760
+17% +$1.29M 0.83% 39
2023
Q2 		$7.39M Sell
184,110
-3,220
-2% -$115K 0.67% 46
2023
Q1 		$6.41M Sell
187,330
-2,990
-2% -$125K 0.6% 48
2022
Q4 		$7.62M Buy
190,320
+26,140
+16% +$1.12M 0.73% 44
2022
Q3 		$6.5M Sell
164,180
-9,400
-5% -$378K 0.63% 45
2022
Q2 		$6.51M Sell
173,580
-34,580
-17% -$1.36M 0.59% 45
2022
Q1 		$8.89M Sell
208,160
-38,430
-16% -$1.79M 0.63% 43
2021
Q4 		$11.5M Sell
246,590
-10,120
-4% -$461K 0.8% 37
2021
Q3 		$11M Sell
256,710
-22,490
-8% -$937K 0.84% 36
2021
Q2 		$11.8M Buy
279,200
+19,200
+7% +$801K 0.72% 39
2021
Q1 		$10.6M Sell
260,000
-27,720
-10% -$1.09M 0.65% 42
2020
Q4 		$9M Sell
287,720
-75,960
-21% -$2.05M 0.59% 44
2020
Q3 		$7.75M Sell
363,680
-26,330
-7% -$613K 0.53% 47
2020
Q2 		$9.15M Buy
390,010
+121,100
+45% +$2.6M 0.61% 45
2020
Q1 		$4.49M Buy
268,910
+680
+0.3% +$17.5K 0.38% 50
2019
Q4 		$8.18M Buy
268,230
+122,070
+84% +$3.58M 0.34% 45
2019
Q3 		$3.99M Sell
146,160
-12,530
-8% -$348K 0.12% 58
2019
Q2 		$4.77M Buy
+158,690
New +$4.92M 0.15% 52

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

QV Investors's OZK Position: Q2 2026 in Review

QV Investors reduced its Bank OZK (OZK) stake by 2.3% in Q2 2026, selling an estimated $161K and leaving 142,060 shares worth $7.4M. The position accounts for 0.57% of the portfolio, ranked #46.

QV Investors first reported a position in OZK in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.8M in Q2 2021. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • QV Investors held 142,060 shares of Bank OZK worth $7.4M as of Q2 2026.
  • QV Investors sold 3,310 Bank OZK shares in Q2 2026, an estimated $161K.
  • Bank OZK made up 0.57% of QV Investors's portfolio in Q2 2026, its #46 holding.
  • QV Investors first reported a position in Bank OZK in Q2 2019 and has held it in 29 quarters since.
  • QV Investors's Bank OZK position peaked at $11.8M in Q2 2021.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on QV Investors's 13F filing for Q2 2026, filed 21 Jul 2026.