Robeco Institutional Asset Management
OZK icon

Robeco Institutional Asset Management’s Bank OZK OZK Stock Holding History

Robeco Institutional Asset 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
2025
Q1 		– Sell
-14,016
Closed -$624K – 921
2024
Q4 		$624K Hold
14,016
– – ﹤0.01% 819
2024
Q3 		$603K Sell
14,016
-1,831
-12% -$78K ﹤0.01% 828
2024
Q2 		$650K Buy
+15,847
New +$689K ﹤0.01% 816

Other funds holding OZK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Robeco Institutional Asset Management's OZK Position: Q1 2025 in Review

Robeco Institutional Asset Management sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 14,016 shares — an estimated $624K sold.

Robeco Institutional Asset Management first reported a position in OZK in Q2 2024 and held it in 3 quarters. The position peaked at $650K in Q2 2024. 482 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Robeco Institutional Asset Management reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 14,016 Bank OZK shares in Q1 2025, an estimated $624K.
  • Robeco Institutional Asset Management first reported a position in Bank OZK in Q2 2024 and held it in 3 quarters.
  • Robeco Institutional Asset Management's Bank OZK position peaked at $650K in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.