Vanguard Fiduciary Trust
OZK icon

Vanguard Fiduciary Trust’s Bank OZK OZK Stock Holding History

Vanguard Fiduciary Trust’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 		$34M Buy
652,319
+5,623
+0.9% +$274K 0.01% 1074
2026
Q1 		$29.7M Buy
+646,696
New +$30.5M 0.01% 1084

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

Vanguard Fiduciary Trust's OZK Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Bank OZK (OZK) stake by 0.87% in Q2 2026, buying an estimated $274K and bringing the position to 652,319 shares worth $34M. The position accounts for 0.01% of the portfolio, ranked #1074.

Vanguard Fiduciary Trust first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Vanguard Fiduciary Trust held 652,319 shares of Bank OZK worth $34M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 5,623 Bank OZK shares in Q2 2026, an estimated $274K.
  • Bank OZK made up 0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #1074 holding.
  • Vanguard Fiduciary Trust first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
  • 523 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.