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Smartleaf Asset Management’s Bank OZK OZK Stock Holding History

Smartleaf Asset Management’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 		$31.4K Hold
609
– – ﹤0.01% 1765
2026
Q1 		$27.3K Sell
609
-2,955
-83% -$139K ﹤0.01% 1790
2025
Q4 		$166K Buy
3,564
+3,027
+564% +$142K 0.01% 895
2025
Q3 		$27.5K Sell
537
-28
-5% -$1.43K ﹤0.01% 1678
2025
Q2 		$26.6K Sell
565
-93
-14% -$4.07K ﹤0.01% 1439
2025
Q1 		$28.8K Sell
658
-103
-14% -$4.87K ﹤0.01% 1423
2024
Q4 		$33.8K Buy
761
+486
+177% +$22.2K ﹤0.01% 1368
2024
Q3 		$11.6K Buy
275
+209
+317% +$8.9K ﹤0.01% 1674
2024
Q2 		$2.63K Sell
66
-3,395
-98% -$148K ﹤0.01% 2112
2024
Q1 		$158K Buy
+3,461
New +$155K 0.03% 414

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

Smartleaf Asset Management's OZK Position: Q2 2026 in Review

Smartleaf Asset Management held its Bank OZK (OZK) position steady in Q2 2026 at 609 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Smartleaf Asset Management first reported a position in OZK in Q1 2024 and has held it in 10 quarters since. The position peaked at $166K in Q4 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Smartleaf Asset Management held 609 shares of Bank OZK worth $31.4K as of Q2 2026.
  • Smartleaf Asset Management left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1765 holding.
  • Smartleaf Asset Management first reported a position in Bank OZK in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Bank OZK position peaked at $166K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.