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Swiss Life Asset Management’s Bank OZK OZK Stock Holding History

Swiss Life Asset Management’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 		$382K Buy
7,334
+519
+8% +$25.3K ﹤0.01% 1123
2026
Q1 		$313K Buy
6,815
+1,738
+34% +$81.9K ﹤0.01% 1105
2025
Q4 		$234K Hold
5,077
– – ﹤0.01% 1180
2025
Q3 		$259K Buy
+5,077
New +$259K ﹤0.01% 990

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss Life Asset Management's OZK Position: Q2 2026 in Review

Swiss Life Asset Management increased its Bank OZK (OZK) stake by 7.6% in Q2 2026, buying an estimated $25.3K and bringing the position to 7,334 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Swiss Life Asset Management first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. 387 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Swiss Life Asset Management held 7,334 shares of Bank OZK worth $382K as of Q2 2026.
  • Swiss Life Asset Management bought 519 Bank OZK shares in Q2 2026, an estimated $25.3K.
  • Bank OZK made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1123 holding.
  • Swiss Life Asset Management first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • 387 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.