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OZK icon

Tectonic Advisors’s Bank OZK OZK Stock Holding History

Tectonic Advisors’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 		$1.95M Sell
37,383
-13,596
-27% -$662K 0.09% 116
2026
Q1 		$2.34M Sell
50,979
-13,903
-21% -$655K 0.12% 91
2025
Q4 		$2.99M Buy
64,882
+49,716
+328% +$2.33M 0.16% 87
2025
Q3 		$773K Buy
+15,166
New +$775K 0.04% 193

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Tectonic Advisors's OZK Position: Q2 2026 in Review

Tectonic Advisors reduced its Bank OZK (OZK) stake by 27% in Q2 2026, selling an estimated $662K and leaving 37,383 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #116.

Tectonic Advisors first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.99M in Q4 2025. 49 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Tectonic Advisors held 37,383 shares of Bank OZK worth $1.95M as of Q2 2026.
  • Tectonic Advisors sold 13,596 Bank OZK shares in Q2 2026, an estimated $662K.
  • Bank OZK made up 0.09% of Tectonic Advisors's portfolio in Q2 2026, its #116 holding.
  • Tectonic Advisors first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • Tectonic Advisors's Bank OZK position peaked at $2.99M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.