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Westside Investment Management’s Bank OZK OZK Stock Holding History

Westside Investment 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 		$2.08K Hold
40
– – ﹤0.01% 1335
2026
Q1 		$1.84K Hold
40
– – ﹤0.01% 1333
2025
Q4 		$1.84K Buy
+40
New +$1.87K ﹤0.01% 1324

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

Westside Investment Management's OZK Position: Q2 2026 in Review

Westside Investment Management held its Bank OZK (OZK) position steady in Q2 2026 at 40 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Westside Investment Management first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Westside Investment Management held 40 shares of Bank OZK worth $2.08K as of Q2 2026.
  • Westside Investment Management left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1335 holding.
  • Westside Investment Management first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.