SC
OZK icon

SouthState Corp’s Bank OZK OZK Stock Holding History

SouthState Corp’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 		$1.35K Buy
26
+11
+73% +$536 ﹤0.01% 1040
2026
Q1 		$689 Hold
15
– – ﹤0.01% 1124
2025
Q4 		$691 Hold
15
– – ﹤0.01% 1180
2025
Q3 		$765 Hold
15
– – ﹤0.01% 1139
2025
Q2 		$706 Sell
15
-44
-75% -$1.93K ﹤0.01% 1350
2025
Q1 		$2.56K Buy
+59
New +$2.79K ﹤0.01% 1130
2023
Q4 		– Sell
-260
Closed -$9.64K – 661
2023
Q3 		$9.64K Buy
+260
New +$10.5K ﹤0.01% 472

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

SouthState Corp's OZK Position: Q2 2026 in Review

SouthState Corp increased its Bank OZK (OZK) stake by 73% in Q2 2026, buying an estimated $536 and bringing the position to 26 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

SouthState Corp first reported a position in OZK in Q3 2023 and has held it in 7 quarters since. The position peaked at $9.64K in Q3 2023. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • SouthState Corp held 26 shares of Bank OZK worth $1.35K as of Q2 2026.
  • SouthState Corp bought 11 Bank OZK shares in Q2 2026, an estimated $536.
  • Bank OZK made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #1040 holding.
  • SouthState Corp first reported a position in Bank OZK in Q3 2023 and has held it in 7 quarters since.
  • SouthState Corp's Bank OZK position peaked at $9.64K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.