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 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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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