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South Dakota Investment Council’s Bank OZK OZK Stock Holding History

South Dakota Investment Council’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 		$5.03M Hold
109,510
– – 0.1% 189
2025
Q4 		$5.04M Buy
109,510
+3,696
+3% +$173K 0.1% 183
2025
Q3 		$5.39M Buy
105,814
+53,900
+104% +$2.75M 0.1% 179
2025
Q2 		$2.44M Buy
51,914
+48,975
+1,666% +$2.14M 0.05% 297
2025
Q1 		$128K Hold
2,939
– – ﹤0.01% 580
2024
Q4 		$131K Hold
2,939
– – ﹤0.01% 577
2024
Q3 		$126K Hold
2,939
– – ﹤0.01% 568
2024
Q2 		$120K Sell
2,939
-1,879
-39% -$81.8K ﹤0.01% 566
2024
Q1 		$219K Sell
4,818
-21,558
-82% -$965K ﹤0.01% 538
2023
Q4 		$1.31M Hold
26,376
– – 0.03% 421
2023
Q3 		$978K Sell
26,376
-2,300
-8% -$93.2K 0.02% 444
2023
Q2 		$1.15M Buy
28,676
+176
+0.6% +$6.31K 0.02% 443
2023
Q1 		$975K Buy
+28,500
New +$1.2M 0.02% 467
2022
Q2 		– Sell
-3,960
Closed -$169K – 635
2022
Q1 		$169K Sell
3,960
-62,100
-94% -$2.9M ﹤0.01% 557
2021
Q4 		$3.07M Hold
66,060
– – 0.05% 277
2021
Q3 		$2.84M Hold
66,060
– – 0.05% 278
2021
Q2 		$2.79M Hold
66,060
– – 0.05% 289
2021
Q1 		$2.7M Buy
+66,060
New +$2.6M 0.04% 309

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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
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
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

South Dakota Investment Council's OZK Position: Q1 2026 in Review

South Dakota Investment Council held its Bank OZK (OZK) position steady in Q1 2026 at 109,510 shares worth $5.03M. The position accounts for 0.1% of the portfolio, ranked #189.

South Dakota Investment Council first reported a position in OZK in Q1 2021 and has held it in 18 quarters since. The position peaked at $5.39M in Q3 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • South Dakota Investment Council held 109,510 shares of Bank OZK worth $5.03M as of Q1 2026.
  • South Dakota Investment Council left its Bank OZK share count unchanged in Q1 2026.
  • Bank OZK made up 0.1% of South Dakota Investment Council's portfolio in Q1 2026, its #189 holding.
  • South Dakota Investment Council first reported a position in Bank OZK in Q1 2021 and has held it in 18 quarters since.
  • South Dakota Investment Council's Bank OZK position peaked at $5.39M in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.