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Steve Schonfeld’s Bank OZK OZK Stock Holding History

Steve Schonfeld’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
2023
Q2 		– Sell
-150,000
Closed -$255K – 2400
2023
Q1 		$255K Buy
+150,000
New +$6.29M ﹤0.01% 1445

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

Steve Schonfeld's OZK Position: Q2 2026 in Review

Steve Schonfeld increased its Bank OZK (OZK) stake by 84% in Q2 2026, buying an estimated $3.78M and bringing the position to 169,505 shares worth $8.83M. The position accounts for 0.03% of the portfolio, ranked #452.

Steve Schonfeld first reported a position in OZK in Q1 2016 and has held it in 29 quarters since. The position peaked at $27.4M in Q2 2021. 524 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Steve Schonfeld held 169,505 shares of Bank OZK worth $8.83M as of Q2 2026.
  • Steve Schonfeld bought 77,593 Bank OZK shares in Q2 2026, an estimated $3.78M.
  • Bank OZK made up 0.03% of Steve Schonfeld's portfolio in Q2 2026, its #452 holding.
  • Steve Schonfeld first reported a position in Bank OZK in Q1 2016 and has held it in 29 quarters since.
  • Steve Schonfeld's Bank OZK position peaked at $27.4M in Q2 2021.
  • 524 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.