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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
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 $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

Voleon Capital Management's OZK Position: Q1 2026 in Review

Voleon Capital Management increased its Bank OZK (OZK) stake by 450% in Q1 2026, buying an estimated $1.05M and bringing the position to 27,190 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #406.

Voleon Capital Management first reported a position in OZK in Q4 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Voleon Capital Management held 27,190 shares of Bank OZK worth $1.25M as of Q1 2026.
  • Voleon Capital Management bought 22,246 Bank OZK shares in Q1 2026, an estimated $1.05M.
  • Bank OZK made up 0.03% of Voleon Capital Management's portfolio in Q1 2026, its #406 holding.
  • Voleon Capital Management first reported a position in Bank OZK in Q4 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.