WFI
OZK icon

West Family Investments’s Bank OZK OZK Stock Holding History

West Family Investments’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 		$478K Buy
+9,176
New +$447K 0.14% 191

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

West Family Investments's OZK Position: Q2 2026 in Review

West Family Investments opened a new position in Bank OZK (OZK) in Q2 2026: 9,176 shares worth $478K. The stake represents 0.14% of the portfolio and ranks #191 among its holdings.

527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • West Family Investments held 9,176 shares of Bank OZK worth $478K as of Q2 2026.
  • Bank OZK was a new West Family Investments position in Q2 2026.
  • Bank OZK made up 0.14% of West Family Investments's portfolio in Q2 2026, its #191 holding.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.