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SBI Securities’s Bank OZK OZK Stock Holding History

SBI Securities’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 		$52 Hold
1
– – ﹤0.01% 3660
2026
Q1 		$46 Sell
1
-2
-67% -$94 ﹤0.01% 3595
2025
Q4 		$138 Sell
3
-13
-81% -$608 ﹤0.01% 3319
2025
Q3 		$816 Buy
16
+4
+33% +$204 ﹤0.01% 2779
2025
Q2 		$565 Hold
12
– – ﹤0.01% 2916
2025
Q1 		$521 Sell
12
-200
-94% -$9.46K ﹤0.01% 2857
2024
Q4 		$9.44K Buy
+212
New +$9.7K ﹤0.01% 1671

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

SBI Securities's OZK Position: Q2 2026 in Review

SBI Securities held its Bank OZK (OZK) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

SBI Securities first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.44K in Q4 2024. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • SBI Securities held 1 share of Bank OZK worth $52 as of Q2 2026.
  • SBI Securities left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3660 holding.
  • SBI Securities first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Bank OZK position peaked at $9.44K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.