TC
OZK icon

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
Q2 		– Sell
-10,023
Closed -$460K – 604
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
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

TwinBeech Capital's OZK Position: Q2 2026 in Review

TwinBeech Capital sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 10,023 shares — an estimated $460K sold.

TwinBeech Capital first reported a position in OZK in Q1 2021 and held it in 9 quarters. The position peaked at $2.83M in Q1 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • TwinBeech Capital reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 10,023 Bank OZK shares in Q2 2026, an estimated $460K.
  • TwinBeech Capital first reported a position in Bank OZK in Q1 2021 and held it in 9 quarters.
  • TwinBeech Capital's Bank OZK position peaked at $2.83M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.