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SJS Investment Consulting’s Bank OZK OZK Stock Holding History

SJS Investment Consulting’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 		$86.8K Buy
1,667
+1,187
+247% +$57.8K 0.01% 268
2026
Q1 		$22K Buy
480
+463
+2,724% +$21.8K ﹤0.01% 645
2025
Q4 		$783 Sell
17
-910
-98% -$42.6K ﹤0.01% 1381
2025
Q3 		$47.3K Buy
927
+910
+5,353% +$46.5K 0.01% 355
2025
Q2 		$801 Sell
17
-12
-41% -$525 ﹤0.01% 941
2025
Q1 		$1.26K Hold
29
– – ﹤0.01% 919
2024
Q4 		$1.29K Sell
29
-5
-15% -$229 ﹤0.01% 909
2024
Q3 		$1.46K Hold
34
– – ﹤0.01% 932
2024
Q2 		$1.39K Hold
34
– – ﹤0.01% 892
2024
Q1 		$1.55K Sell
34
-2
-6% -$90 ﹤0.01% 871
2023
Q4 		$1.79K Buy
36
+7
+24% +$288 ﹤0.01% 707
2023
Q3 		$1.08K Buy
29
+4
+16% +$162 ﹤0.01% 909
2023
Q2 		$1K Hold
25
– – ﹤0.01% 904
2023
Q1 		$855 Sell
25
-10
-29% -$420 ﹤0.01% 954
2022
Q4 		$1.4K Buy
35
+4
+13% +$172 ﹤0.01% 791
2022
Q3 		$2K Buy
+31
New +$1.25K ﹤0.01% 507
2022
Q1 		$0 Buy
+5
New +$233 ﹤0.01% 1173

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

SJS Investment Consulting's OZK Position: Q2 2026 in Review

SJS Investment Consulting increased its Bank OZK (OZK) stake by 247% in Q2 2026, buying an estimated $57.8K and bringing the position to 1,667 shares worth $86.8K. The position accounts for 0.01% of the portfolio, ranked #268.

SJS Investment Consulting first reported a position in OZK in Q1 2022 and has held it in 17 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • SJS Investment Consulting held 1,667 shares of Bank OZK worth $86.8K as of Q2 2026.
  • SJS Investment Consulting bought 1,187 Bank OZK shares in Q2 2026, an estimated $57.8K.
  • Bank OZK made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #268 holding.
  • SJS Investment Consulting first reported a position in Bank OZK in Q1 2022 and has held it in 17 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.