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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
Q2 		$587K Buy
11,254
+3,937
+54% +$192K ﹤0.01% 1137
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 $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 $3.37T AUM 44.26% 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

Savant Capital's OZK Position: Q2 2026 in Review

Savant Capital increased its Bank OZK (OZK) stake by 54% in Q2 2026, buying an estimated $192K and bringing the position to 11,254 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Savant Capital first reported a position in OZK in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2024. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Savant Capital held 11,254 shares of Bank OZK worth $587K as of Q2 2026.
  • Savant Capital bought 3,937 Bank OZK shares in Q2 2026, an estimated $192K.
  • Bank OZK made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1137 holding.
  • Savant Capital first reported a position in Bank OZK in Q2 2024 and has held it in 7 quarters since.
  • Savant Capital's Bank OZK position peaked at $2.08M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.