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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Smartleaf Asset Management's OZK Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Bank OZK (OZK) stake by 83% in Q1 2026, selling an estimated $139K and leaving 609 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Smartleaf Asset Management first reported a position in OZK in Q1 2024 and has held it in 9 quarters since. The position peaked at $166K in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Smartleaf Asset Management held 609 shares of Bank OZK worth $27.3K as of Q1 2026.
Smartleaf Asset Management sold 2,955 Bank OZK shares in Q1 2026, an estimated $139K.
Bank OZK made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1790 holding.
Smartleaf Asset Management first reported a position in Bank OZK in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Bank OZK position peaked at $166K in Q4 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.