SummitTX Capital’s Bank OZK OZK Stock Holding History

SummitTX Capital’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	$3.3M	Buy	63,305 +2,435	+4%	+$119K	0.08%	250
2026 Q1	$2.79M	Buy	+60,870	New	+$2.87M	0.09%	248

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SummitTX Capital's OZK Position: Q2 2026 in Review

SummitTX Capital increased its Bank OZK (OZK) stake by 4% in Q2 2026, buying an estimated $119K and bringing the position to 63,305 shares worth $3.3M. The position accounts for 0.08% of the portfolio, ranked #250.

SummitTX Capital first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

SummitTX Capital held 63,305 shares of Bank OZK worth $3.3M as of Q2 2026.
SummitTX Capital bought 2,435 Bank OZK shares in Q2 2026, an estimated $119K.
Bank OZK made up 0.08% of SummitTX Capital's portfolio in Q2 2026, its #250 holding.
SummitTX Capital first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.