TwinBeech Capital’s Bank OZK OZK Stock Holding History

TwinBeech Capital’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	$460K	Buy	10,023 +281	+3%	+$13.2K	0.05%	372
2025 Q4	$448K	Buy	9,742 +83	+0.9%	+$3.88K	0.03%	418
2025 Q3	$492K	Buy	9,659 +692	+8%	+$35.3K	0.02%	397
2025 Q2	$422K	Sell	8,967 -56,113	-86%	-$2.45M	0.01%	514
2025 Q1	$2.83M	Buy	65,080 +56,234	+636%	+$2.66M	0.05%	341
2024 Q4	$394K	Buy	+8,846	New	+$405K	0.01%	483
2023 Q3	–	Sell	-39,513	Closed	-$1.59M	–	835
2023 Q2	$1.59M	Buy	+39,513	New	+$1.42M	0.03%	403
2023 Q1	–	Sell	-46,845	Closed	-$1.88M	–	815
2022 Q4	$1.88M	Buy	+46,845	New	+$2.01M	0.04%	443
2021 Q2	–	Sell	-6,542	Closed	-$267K	–	594
2021 Q1	$267K	Buy	+6,542	New	+$258K	0.04%	394

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

TwinBeech Capital's OZK Position: Q1 2026 in Review

TwinBeech Capital increased its Bank OZK (OZK) stake by 2.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 10,023 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #372.

TwinBeech Capital first reported a position in OZK in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.83M in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

TwinBeech Capital held 10,023 shares of Bank OZK worth $460K as of Q1 2026.
TwinBeech Capital bought 281 Bank OZK shares in Q1 2026, an estimated $13.2K.
Bank OZK made up 0.05% of TwinBeech Capital's portfolio in Q1 2026, its #372 holding.
TwinBeech Capital first reported a position in Bank OZK in Q1 2021 and has held it in 9 quarters since.
TwinBeech Capital's Bank OZK position peaked at $2.83M in Q1 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.