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Sandy Spring Bank’s Bank OZK OZK Stock Holding History

Sandy Spring Bank’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 		$5.21K Hold
120
– – ﹤0.01% 939
2024
Q4 		$5.34K Hold
120
– – ﹤0.01% 967
2024
Q3 		$5.16K Hold
120
– – ﹤0.01% 955
2024
Q2 		$4.92K Buy
+120
New +$5.22K ﹤0.01% 991
2021
Q2 		– Sell
-70
Closed -$3K – 1163
2021
Q1 		$3K Hold
70
– – ﹤0.01% 923
2020
Q4 		$2K Buy
70
+31
+79% +$837 ﹤0.01% 888
2020
Q3 		$1K Buy
+39
New +$909 ﹤0.01% 883

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sandy Spring Bank's OZK Position: Q1 2025 in Review

Sandy Spring Bank held its Bank OZK (OZK) position steady in Q1 2025 at 120 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Sandy Spring Bank first reported a position in OZK in Q3 2020 and has held it in 7 quarters since. The position peaked at $5.34K in Q4 2024. 481 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Sandy Spring Bank held 120 shares of Bank OZK worth $5.21K as of Q1 2025.
  • Sandy Spring Bank left its Bank OZK share count unchanged in Q1 2025.
  • Bank OZK made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #939 holding.
  • Sandy Spring Bank first reported a position in Bank OZK in Q3 2020 and has held it in 7 quarters since.
  • Sandy Spring Bank's Bank OZK position peaked at $5.34K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.