VF
OZK icon

Vest Financial’s Bank OZK OZK Stock Holding History

Vest Financial’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 		$7.87M Buy
151,117
+4,655
+3% +$227K 0.08% 192
2026
Q1 		$6.72M Buy
146,462
+22,099
+18% +$1.04M 0.08% 197
2025
Q4 		$5.72M Buy
124,363
+16,210
+15% +$758K 0.07% 199
2025
Q3 		$5.51M Buy
108,153
+16,073
+17% +$821K 0.07% 177
2025
Q2 		$4.33M Buy
92,080
+20,090
+28% +$879K 0.06% 174
2025
Q1 		$3.13M Buy
71,990
+16,457
+30% +$778K 0.05% 180
2024
Q4 		$2.47M Buy
55,533
+20,729
+60% +$948K 0.04% 151
2024
Q3 		$1.5M Buy
34,804
+6,440
+23% +$274K 0.03% 172
2024
Q2 		$1.16M Buy
28,364
+9,006
+47% +$392K 0.03% 135
2024
Q1 		$880K Buy
19,358
+14,632
+310% +$655K 0.02% 170
2023
Q4 		$235K Buy
+4,726
New +$195K 0.01% 189

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

Vest Financial's OZK Position: Q2 2026 in Review

Vest Financial increased its Bank OZK (OZK) stake by 3.2% in Q2 2026, buying an estimated $227K and bringing the position to 151,117 shares worth $7.87M. The position accounts for 0.08% of the portfolio, ranked #192.

Vest Financial first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Vest Financial held 151,117 shares of Bank OZK worth $7.87M as of Q2 2026.
  • Vest Financial bought 4,655 Bank OZK shares in Q2 2026, an estimated $227K.
  • Bank OZK made up 0.08% of Vest Financial's portfolio in Q2 2026, its #192 holding.
  • Vest Financial first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.