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Sagewood Asset Management’s Bank OZK OZK Stock Holding History

Sagewood 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
2026
Q2 		$562K Buy
10,790
+5,057
+88% +$246K 0.13% 161
2026
Q1 		$263K Sell
5,733
-2,223
-28% -$105K 0.08% 257
2025
Q4 		$366K Buy
+7,956
New +$372K 0.13% 138

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's OZK Position: Q2 2026 in Review

Sagewood Asset Management increased its Bank OZK (OZK) stake by 88% in Q2 2026, buying an estimated $246K and bringing the position to 10,790 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #161.

Sagewood Asset Management first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Sagewood Asset Management held 10,790 shares of Bank OZK worth $562K as of Q2 2026.
  • Sagewood Asset Management bought 5,057 Bank OZK shares in Q2 2026, an estimated $246K.
  • Bank OZK made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #161 holding.
  • Sagewood Asset Management first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.