Snowden Capital Advisors’s Bank OZK OZK Stock Holding History

Snowden Capital Advisors’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	$271K	Buy	+5,201	New	+$253K	0.01%	1122
2024 Q2	–	Sell	-10,590	Closed	-$481K	–	1220
2024 Q1	$481K	Sell	10,590 -727	-6%	-$32.5K	0.02%	780
2023 Q4	$564K	Sell	11,317 -1,900	-14%	-$78.3K	0.02%	651
2023 Q3	$490K	Sell	13,217 -521	-4%	-$21.1K	0.02%	666
2023 Q2	$552K	Sell	13,738 -1,863	-12%	-$66.8K	0.02%	689
2023 Q1	$534K	Sell	15,601 -2,906	-16%	-$122K	0.02%	705
2022 Q4	$741K	Buy	18,507 +1,212	+7%	+$52K	0.03%	533
2022 Q3	$684K	Buy	17,295 +3,292	+24%	+$132K	0.03%	537
2022 Q2	$525K	Buy	+14,003	New	+$553K	0.02%	603
2022 Q1	–	Sell	-2,437	Closed	-$113K	–	1752
2021 Q4	$113K	Buy	+2,437	New	+$111K	0.01%	802

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Snowden Capital Advisors's OZK Position: Q2 2026 in Review

Snowden Capital Advisors opened a new position in Bank OZK (OZK) in Q2 2026: 5,201 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in OZK as recently as Q1 2024.

Snowden Capital Advisors first reported a position in OZK in Q4 2021 and has held it in 10 quarters since. The position peaked at $741K in Q4 2022. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Snowden Capital Advisors held 5,201 shares of Bank OZK worth $271K as of Q2 2026.
Bank OZK was a new Snowden Capital Advisors position in Q2 2026.
Bank OZK made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1122 holding.
Snowden Capital Advisors first reported a position in Bank OZK in Q4 2021 and has held it in 10 quarters since.
Snowden Capital Advisors's Bank OZK position peaked at $741K in Q4 2022.
529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.