RS
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R Squared’s Bank OZK OZK Stock Holding History

R Squared’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 		– Sell
-9,089
Closed -$463K – 665
2025
Q3 		$463K Buy
9,089
+1,393
+18% +$71.2K 0.2% 157
2025
Q2 		$362K Buy
7,696
+2,785
+57% +$122K 0.2% 172
2025
Q1 		$213K Buy
4,911
+1,571
+47% +$74.3K 0.23% 188
2024
Q4 		$149K Buy
+3,340
New +$153K 0.14% 169

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
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

R Squared's OZK Position: Q4 2025 in Review

R Squared sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 9,089 shares — an estimated $463K sold.

R Squared first reported a position in OZK in Q4 2024 and held it in 4 quarters. The position peaked at $463K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • R Squared reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • R Squared sold 9,089 Bank OZK shares in Q4 2025, an estimated $463K.
  • R Squared first reported a position in Bank OZK in Q4 2024 and held it in 4 quarters.
  • R Squared's Bank OZK position peaked at $463K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.