UMB Bank’s Bank OZK OZK Stock Holding History

UMB Bank’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	$73.2K	Sell	1,596 -31	-2%	-$1.46K	﹤0.01%	1107
2025 Q4	$74.9K	Buy	1,627 +334	+26%	+$15.6K	﹤0.01%	1078
2025 Q3	$65.9K	Buy	1,293 +7	+0.5%	+$358	﹤0.01%	1038
2025 Q2	$60.5K	Sell	1,286 -194	-13%	-$8.49K	﹤0.01%	1047
2025 Q1	$64.3K	Buy	1,480 +1,410	+2,014%	+$66.7K	﹤0.01%	948
2024 Q4	$3.12K	Buy	70 +8	+13%	+$366	﹤0.01%	1844
2024 Q3	$2.67K	Sell	62 -57	-48%	-$2.43K	﹤0.01%	1910
2024 Q2	$4.88K	Buy	119 +50	+72%	+$2.17K	﹤0.01%	1442
2024 Q1	$3.14K	Sell	69 -42	-38%	-$1.88K	﹤0.01%	1440
2023 Q4	$5.53K	Sell	111 -86	-44%	-$3.54K	﹤0.01%	1395
2023 Q3	$7.3K	Buy	197 +111	+129%	+$4.5K	﹤0.01%	1349
2023 Q2	$3.45K	Hold	86	–	–	﹤0.01%	1462
2023 Q1	$2.94K	Hold	86	–	–	﹤0.01%	1483
2022 Q4	$3K	Hold	86	–	–	﹤0.01%	1513
2022 Q3	$3K	Sell	86 -11	-11%	-$443	﹤0.01%	1550
2022 Q2	$4K	Hold	97	–	–	﹤0.01%	1631
2022 Q1	$4K	Hold	97	–	–	﹤0.01%	1712
2021 Q4	$5K	Buy	+97	New	+$4.42K	﹤0.01%	1645

Other funds holding OZK

BlackRock New York $5.7T 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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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