Ranger Investment Management’s Bank OZK OZK Stock Holding History

Ranger Investment 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	$12.5M	Sell	271,587 -2,105	-0.8%	-$99.2K	0.9%	48
2025 Q4	$12.6M	Sell	273,692 -843	-0.3%	-$39.4K	0.86%	50
2025 Q3	$14M	Sell	274,535 -8,405	-3%	-$429K	0.98%	47
2025 Q2	$13.3M	Buy	282,940 +20,985	+8%	+$918K	0.93%	42
2025 Q1	$11.4M	Buy	+261,955	New	+$12.4M	0.81%	48
2015 Q3	–	Sell	-506,501	Closed	-$23.2M	–	121
2015 Q2	$23.2M	Sell	506,501 -197,009	-28%	-$8.38M	1.13%	35
2015 Q1	$26M	Buy	703,510 +1,180	+0.2%	+$42K	1.27%	35
2014 Q4	$26.6M	Sell	702,330 -66,310	-9%	-$2.31M	1.36%	33
2014 Q3	$24.2M	Sell	768,640 -35,730	-4%	-$1.15M	1.28%	34
2014 Q2	$26.9M	Sell	804,370 -32,870	-4%	-$1.02M	1.31%	40
2014 Q1	$28.5M	Sell	837,240 -592,712	-41%	-$18.4M	1.36%	34
2013 Q4	$40.5M	Sell	1,429,952 -272,018	-16%	-$7.05M	1.91%	15
2013 Q3	$40.8M	Buy	1,701,970 +44,280	+3%	+$1.04M	1.76%	20
2013 Q2	$35.9M	Buy	+1,657,690	New	+$35.3M	1.75%	23

Other funds holding OZK

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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