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 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 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