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OZK icon

Tidal Investments’s Bank OZK OZK Stock Holding History

Tidal Investments’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 		$757K Sell
16,490
-464
-3% -$21.9K ﹤0.01% 1640
2025
Q4 		$780K Sell
16,954
-3,639
-18% -$170K ﹤0.01% 1410
2025
Q3 		$1.05M Buy
20,593
+3,691
+22% +$189K ﹤0.01% 1197
2025
Q2 		$795K Sell
16,902
-14,670
-46% -$642K ﹤0.01% 1137
2025
Q1 		$1.37M Buy
31,572
+9,997
+46% +$473K 0.01% 841
2024
Q4 		$961K Buy
21,575
+205
+1% +$9.38K 0.01% 1020
2024
Q3 		$919K Buy
21,370
+98
+0.5% +$4.17K 0.01% 1035
2024
Q2 		$872K Buy
21,272
+15,781
+287% +$687K 0.01% 968
2024
Q1 		$250K Buy
5,491
+210
+4% +$9.4K ﹤0.01% 1483
2023
Q4 		$263K Sell
5,281
-1,909
-27% -$78.7K 0.01% 1222
2023
Q3 		$267K Sell
7,190
-137
-2% -$5.55K 0.01% 1108
2023
Q2 		$294K Buy
7,327
+516
+8% +$18.5K 0.01% 1055
2023
Q1 		$233K Buy
+6,811
New +$286K 0.01% 1122

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tidal Investments's OZK Position: Q1 2026 in Review

Tidal Investments reduced its Bank OZK (OZK) stake by 2.7% in Q1 2026, selling an estimated $21.9K and leaving 16,490 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Tidal Investments first reported a position in OZK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Tidal Investments held 16,490 shares of Bank OZK worth $757K as of Q1 2026.
  • Tidal Investments sold 464 Bank OZK shares in Q1 2026, an estimated $21.9K.
  • Bank OZK made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1640 holding.
  • Tidal Investments first reported a position in Bank OZK in Q1 2023 and has held it in 13 quarters since.
  • Tidal Investments's Bank OZK position peaked at $1.37M in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.