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Voleon Capital Management’s Bank OZK OZK Stock Holding History

Voleon Capital Management’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 		$1.17M Sell
22,536
-4,654
-17% -$227K 0.02% 451
2026
Q1 		$1.25M Buy
27,190
+22,246
+450% +$1.05M 0.03% 406
2025
Q4 		$228K Buy
+4,944
New +$231K ﹤0.01% 709

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

Voleon Capital Management's OZK Position: Q2 2026 in Review

Voleon Capital Management reduced its Bank OZK (OZK) stake by 17% in Q2 2026, selling an estimated $227K and leaving 22,536 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #451.

Voleon Capital Management first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Voleon Capital Management held 22,536 shares of Bank OZK worth $1.17M as of Q2 2026.
  • Voleon Capital Management sold 4,654 Bank OZK shares in Q2 2026, an estimated $227K.
  • Bank OZK made up 0.02% of Voleon Capital Management's portfolio in Q2 2026, its #451 holding.
  • Voleon Capital Management first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Bank OZK position peaked at $1.25M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.