VAS
OZK icon

Vestmark Advisory Solutions’s Bank OZK OZK Stock Holding History

Vestmark Advisory Solutions’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 		$1.05M Sell
22,940
-519
-2% -$24.5K 0.01% 849
2025
Q4 		$1.08M Buy
+23,459
New +$1.1M 0.01% 771

Other funds holding OZK

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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

Vestmark Advisory Solutions's OZK Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Bank OZK (OZK) stake by 2.2% in Q1 2026, selling an estimated $24.5K and leaving 22,940 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #849.

Vestmark Advisory Solutions first reported a position in OZK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.08M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Vestmark Advisory Solutions held 22,940 shares of Bank OZK worth $1.05M as of Q1 2026.
  • Vestmark Advisory Solutions sold 519 Bank OZK shares in Q1 2026, an estimated $24.5K.
  • Bank OZK made up 0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #849 holding.
  • Vestmark Advisory Solutions first reported a position in Bank OZK in Q4 2025 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's Bank OZK position peaked at $1.08M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.