TD Waterhouse Canada’s Bank OZK OZK Stock Holding History

TD Waterhouse Canada’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	$853K	Buy	18,523 +18,452	+25,989%	+$869K	﹤0.01%	721
2025 Q4	$3.27K	Hold	71	–	–	﹤0.01%	1763
2025 Q3	$3.61K	Hold	71	–	–	﹤0.01%	1749
2025 Q2	$3.47K	Sell	71 -65	-48%	-$2.84K	﹤0.01%	1661
2025 Q1	$5.88K	Hold	136	–	–	﹤0.01%	1501
2024 Q4	$6.05K	Hold	136	–	–	﹤0.01%	1514
2024 Q3	$5.65K	Buy	136 +65	+92%	+$2.77K	﹤0.01%	1467
2024 Q2	$2.91K	Hold	71	–	–	﹤0.01%	1592
2024 Q1	$4.14K	Buy	71 +40	+129%	+$1.79K	﹤0.01%	1569
2023 Q4	$1.51K	Buy	31 +20	+182%	+$824	﹤0.01%	1527
2023 Q3	$394	Hold	11	–	–	﹤0.01%	1611
2023 Q2	$442	Sell	11 -26	-70%	-$933	﹤0.01%	1657
2023 Q1	$1.54K	Hold	37	–	–	﹤0.01%	1550
2022 Q4	$1.8K	Hold	37	–	–	﹤0.01%	1494
2022 Q3	$1.83K	Sell	37 -3	-8%	-$121	﹤0.01%	1512
2022 Q2	$1.78K	Hold	40	–	–	﹤0.01%	1552
2022 Q1	$1.94K	Buy	40 +24	+150%	+$1.12K	﹤0.01%	1602
2021 Q4	$777	Buy	+16	New	+$730	﹤0.01%	1668

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TD Waterhouse Canada's OZK Position: Q1 2026 in Review

TD Waterhouse Canada increased its Bank OZK (OZK) stake by 25,989% in Q1 2026, buying an estimated $869K and bringing the position to 18,523 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

TD Waterhouse Canada first reported a position in OZK in Q4 2021 and has held it in 18 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

TD Waterhouse Canada held 18,523 shares of Bank OZK worth $853K as of Q1 2026.
TD Waterhouse Canada bought 18,452 Bank OZK shares in Q1 2026, an estimated $869K.
Bank OZK made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #721 holding.
TD Waterhouse Canada first reported a position in Bank OZK in Q4 2021 and has held it in 18 quarters since.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.