State of Wisconsin Investment Board
OZK icon

State of Wisconsin Investment Board’s Bank OZK OZK Stock Holding History

State of Wisconsin Investment Board’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 		$478K Sell
10,412
-16,854
-62% -$794K ﹤0.01% 2027
2025
Q4 		$1.25M Sell
27,266
-1,600
-6% -$74.8K ﹤0.01% 1577
2025
Q3 		$1.47M Buy
28,866
+237
+0.8% +$12.1K ﹤0.01% 1472
2025
Q2 		$1.35M Sell
28,629
-6,835
-19% -$299K ﹤0.01% 1466
2025
Q1 		$1.54M Buy
35,464
+25,152
+244% +$1.19M ﹤0.01% 1344
2024
Q4 		$459K Buy
10,312
+1,549
+18% +$70.8K ﹤0.01% 1851
2024
Q3 		$377K Sell
8,763
-446
-5% -$19K ﹤0.01% 1987
2024
Q2 		$378K Buy
9,209
+514
+6% +$22.4K ﹤0.01% 1956
2024
Q1 		$395K Sell
8,695
-1,675
-16% -$75K ﹤0.01% 1867
2023
Q4 		$517K Sell
10,370
-2,078
-17% -$85.6K ﹤0.01% 1711
2023
Q3 		$461K Buy
12,448
+3,657
+42% +$148K ﹤0.01% 1835
2023
Q2 		$353K Sell
8,791
-10,775
-55% -$386K ﹤0.01% 1942
2023
Q1 		$669K Buy
19,566
+4,805
+33% +$202K ﹤0.01% 1713
2022
Q4 		$591K Sell
14,761
-7,186
-33% -$308K ﹤0.01% 1827
2022
Q3 		$868K Sell
21,947
-8,533
-28% -$343K ﹤0.01% 1608
2022
Q2 		$1.14M Buy
30,480
+21,779
+250% +$859K ﹤0.01% 1557
2022
Q1 		$372K Sell
8,701
-6,240
-42% -$291K ﹤0.01% 2038
2021
Q4 		$695K Sell
14,941
-459
-3% -$20.9K ﹤0.01% 1566
2021
Q3 		$662K Buy
15,400
+732
+5% +$30.5K ﹤0.01% 1591
2021
Q2 		$618K Sell
14,668
-819
-5% -$34.1K ﹤0.01% 1623
2021
Q1 		$633K Sell
15,487
-214
-1% -$8.43K ﹤0.01% 1503
2020
Q4 		$491K Sell
15,701
-660
-4% -$17.8K ﹤0.01% 1546
2020
Q3 		$349K Buy
16,361
+180
+1% +$4.19K ﹤0.01% 1598
2020
Q2 		$380K Sell
16,181
-310
-2% -$6.65K ﹤0.01% 1504
2020
Q1 		$275K Sell
16,491
-710
-4% -$18.2K ﹤0.01% 1519
2019
Q4 		$525K Hold
17,201
– – ﹤0.01% 1428
2019
Q3 		$469K Sell
17,201
-125
-0.7% -$3.48K ﹤0.01% 1350
2019
Q2 		$521K Sell
17,326
-251,608
-94% -$7.8M ﹤0.01% 1314
2019
Q1 		$7.79M Buy
268,934
+5,630
+2% +$170K 0.02% 703
2018
Q4 		$6.01M Sell
263,304
-30,000
-10% -$832K 0.02% 722
2018
Q3 		$11.1M Sell
293,304
-8,660
-3% -$355K 0.03% 589
2018
Q2 		$13.6M Sell
301,964
-71,288
-19% -$3.4M 0.04% 503
2018
Q1 		$18M Sell
373,252
-671
-0.2% -$33.9K 0.05% 390
2017
Q4 		$18.1M Buy
373,923
+289
+0.1% +$13.4K 0.05% 396
2017
Q3 		$18M Buy
373,634
+1,774
+0.5% +$79K 0.05% 374
2017
Q2 		$17.4M Sell
371,860
-10,144
-3% -$482K 0.06% 369
2017
Q1 		$19.9M Sell
382,004
-4,500
-1% -$242K 0.08% 292
2016
Q4 		$20.3M Sell
386,504
-85,798
-18% -$3.82M 0.09% 243
2016
Q3 		$18.1M Buy
472,302
+10,000
+2% +$379K 0.07% 311
2016
Q2 		$17.3M Buy
462,302
+13,600
+3% +$536K 0.07% 310
2016
Q1 		$18.8M Hold
448,702
– – 0.07% 297
2015
Q4 		$22.2M Sell
448,702
-17,643
-4% -$886K 0.09% 263
2015
Q3 		$20.4M Hold
466,345
– – 0.08% 295
2015
Q2 		$21.3M Hold
466,345
– – 0.07% 316
2015
Q1 		$17.2M Sell
466,345
-98,000
-17% -$3.49M 0.06% 382
2014
Q4 		$21.4M Sell
564,345
-123,179
-18% -$4.3M 0.07% 321
2014
Q3 		$21.7M Hold
687,524
– – 0.08% 300
2014
Q2 		$23M Hold
687,524
– – 0.08% 285
2014
Q1 		$23.4M Hold
687,524
– – 0.09% 272
2013
Q4 		$19.5M Hold
687,524
– – 0.07% 312
2013
Q3 		$16.5M Sell
687,524
-101,056
-13% -$2.37M 0.07% 351
2013
Q2 		$17.1M Buy
+788,580
New +$16.8M 0.07% 340

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

State of Wisconsin Investment Board's OZK Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its Bank OZK (OZK) stake by 62% in Q1 2026, selling an estimated $794K and leaving 10,412 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

State of Wisconsin Investment Board first reported a position in OZK in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.4M in Q1 2014. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • State of Wisconsin Investment Board held 10,412 shares of Bank OZK worth $478K as of Q1 2026.
  • State of Wisconsin Investment Board sold 16,854 Bank OZK shares in Q1 2026, an estimated $794K.
  • Bank OZK made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #2027 holding.
  • State of Wisconsin Investment Board first reported a position in Bank OZK in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Bank OZK position peaked at $23.4M in Q1 2014.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.