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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
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 $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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

Sanctuary Advisors's OZK Position: Q1 2026 in Review

Sanctuary Advisors sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 4,354 shares — an estimated $200K sold.

Sanctuary Advisors first reported a position in OZK in Q2 2024 and held it in 4 quarters. The position peaked at $1.45M in Q2 2024. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Sanctuary Advisors reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 4,354 Bank OZK shares in Q1 2026, an estimated $200K.
  • Sanctuary Advisors first reported a position in Bank OZK in Q2 2024 and held it in 4 quarters.
  • Sanctuary Advisors's Bank OZK position peaked at $1.45M in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.