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Transamerica Financial Advisors’s Bank OZK OZK Stock Holding History

Transamerica Financial 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 		$117K Buy
2,255
+235
+12% +$11.4K 0.01% 541
2026
Q1 		$92.7K Buy
2,020
+1,190
+143% +$56.1K 0.01% 543
2025
Q4 		$38.2K Buy
830
+437
+111% +$20.4K ﹤0.01% 583
2025
Q3 		$20K Buy
+393
New +$20.1K ﹤0.01% 605

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Transamerica Financial Advisors's OZK Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Bank OZK (OZK) stake by 12% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,255 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #541.

Transamerica Financial Advisors first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Transamerica Financial Advisors held 2,255 shares of Bank OZK worth $117K as of Q2 2026.
  • Transamerica Financial Advisors bought 235 Bank OZK shares in Q2 2026, an estimated $11.4K.
  • Bank OZK made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #541 holding.
  • Transamerica Financial Advisors first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.