SC
OZK icon

Savant Capital’s Bank OZK OZK Stock Holding History

Savant Capital’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 		$336K Buy
7,317
+2,967
+68% +$140K ﹤0.01% 1113
2025
Q4 		$200K Sell
4,350
-374
-8% -$17.5K ﹤0.01% 1298
2025
Q3 		$241K Buy
+4,724
New +$241K ﹤0.01% 1147
2025
Q1 		– Sell
-46,784
Closed -$2.08M – 1333
2024
Q4 		$2.08M Buy
46,784
+327
+0.7% +$15K 0.02% 434
2024
Q3 		$2M Buy
46,457
+4,396
+10% +$187K 0.02% 431
2024
Q2 		$1.72M Buy
+42,061
New +$1.83M 0.02% 422

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

Savant Capital's OZK Position: Q1 2026 in Review

Savant Capital increased its Bank OZK (OZK) stake by 68% in Q1 2026, buying an estimated $140K and bringing the position to 7,317 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Savant Capital first reported a position in OZK in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2024. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Savant Capital held 7,317 shares of Bank OZK worth $336K as of Q1 2026.
  • Savant Capital bought 2,967 Bank OZK shares in Q1 2026, an estimated $140K.
  • Bank OZK made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1113 holding.
  • Savant Capital first reported a position in Bank OZK in Q2 2024 and has held it in 6 quarters since.
  • Savant Capital's Bank OZK position peaked at $2.08M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.