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Sanctuary Advisors’s Bank OZK OZK Stock Holding History

Sanctuary Advisors’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 		$305K Buy
+5,853
New +$285K ﹤0.01% 2309
2026
Q1 		– Sell
-4,354
Closed -$200K – 2599
2025
Q4 		$200K Buy
+4,354
New +$204K ﹤0.01% 2286
2025
Q1 		– Sell
-25,741
Closed -$1.31M – 2381
2024
Q4 		$1.31M Buy
25,741
+2,183
+9% +$99.8K 0.01% 1093
2024
Q3 		$1.16M Sell
23,558
-7,943
-25% -$338K 0.01% 1180
2024
Q2 		$1.45M Buy
+31,501
New +$1.37M 0.01% 986

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

Sanctuary Advisors's OZK Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in Bank OZK (OZK) in Q2 2026: 5,853 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in OZK as recently as Q4 2025.

Sanctuary Advisors first reported a position in OZK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.45M in Q2 2024. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Sanctuary Advisors held 5,853 shares of Bank OZK worth $305K as of Q2 2026.
  • Bank OZK was a new Sanctuary Advisors position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2309 holding.
  • Sanctuary Advisors first reported a position in Bank OZK in Q2 2024 and has held it in 5 quarters since.
  • Sanctuary Advisors's Bank OZK position peaked at $1.45M in Q2 2024.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.