SOW
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State of Wyoming’s Bank OZK OZK Stock Holding History

State of Wyoming’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 		$209K Buy
4,550
+178
+4% +$8.39K 0.02% 908
2025
Q4 		$201K Buy
4,372
+1,938
+80% +$90.7K 0.02% 970
2025
Q3 		$124K Sell
2,434
-8,588
-78% -$439K 0.01% 1211
2025
Q2 		$519K Sell
11,022
-5,969
-35% -$261K 0.06% 276
2025
Q1 		$738K Buy
16,991
+4,867
+40% +$230K 0.1% 111
2024
Q4 		$540K Buy
12,124
+4,830
+66% +$221K 0.07% 229
2024
Q3 		$314K Buy
7,294
+2,906
+66% +$124K 0.04% 401
2024
Q2 		$180K Sell
4,388
-1,589
-27% -$69.1K 0.03% 655
2024
Q1 		$272K Buy
5,977
+1,714
+40% +$76.7K 0.05% 402
2023
Q4 		$212K Sell
4,263
-1,535
-26% -$63.3K 0.04% 517
2023
Q3 		$215K Buy
5,798
+279
+5% +$11.3K 0.05% 405
2023
Q2 		$222K Buy
5,519
+1,545
+39% +$55.4K 0.06% 325
2023
Q1 		$136K Buy
3,974
+2,317
+140% +$97.2K 0.04% 589
2022
Q4 		$66.4K Sell
1,657
-79
-5% -$3.39K 0.02% 951
2022
Q3 		$69K Sell
1,736
-23
-1% -$925 0.03% 855
2022
Q2 		$66K Sell
1,759
-1,237
-41% -$48.8K 0.04% 763
2022
Q1 		$128K Buy
2,996
+550
+22% +$25.6K 0.06% 433
2021
Q4 		$114K Buy
2,446
+89
+4% +$4.06K 0.05% 529
2021
Q3 		$101K Sell
2,357
-600
-20% -$25K 0.06% 443
2021
Q2 		$125K Buy
+2,957
New +$123K 0.08% 348

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 Wyoming's OZK Position: Q1 2026 in Review

State of Wyoming increased its Bank OZK (OZK) stake by 4.1% in Q1 2026, buying an estimated $8.39K and bringing the position to 4,550 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #908.

State of Wyoming first reported a position in OZK in Q2 2021 and has held it in 20 quarters since. The position peaked at $738K in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • State of Wyoming held 4,550 shares of Bank OZK worth $209K as of Q1 2026.
  • State of Wyoming bought 178 Bank OZK shares in Q1 2026, an estimated $8.39K.
  • Bank OZK made up 0.02% of State of Wyoming's portfolio in Q1 2026, its #908 holding.
  • State of Wyoming first reported a position in Bank OZK in Q2 2021 and has held it in 20 quarters since.
  • State of Wyoming's Bank OZK position peaked at $738K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.