WF
OZK icon

WinCap Financial’s Bank OZK OZK Stock Holding History

WinCap Financial’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 		$1.34M Buy
25,777
+2,067
+9% +$101K 0.73% 36
2026
Q1 		$1.09M Buy
23,710
+2,044
+9% +$96.3K 0.72% 34
2025
Q4 		$997K Buy
21,666
+528
+2% +$24.7K 0.68% 42
2025
Q3 		$1.08M Buy
21,138
+982
+5% +$50.2K 0.74% 36
2025
Q2 		$949K Buy
20,156
+3,065
+18% +$134K 0.76% 39
2025
Q1 		$743K Buy
17,091
+3,786
+28% +$179K 0.7% 48
2024
Q4 		$592K Buy
+13,305
New +$608K 0.6% 58

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

WinCap Financial's OZK Position: Q2 2026 in Review

WinCap Financial increased its Bank OZK (OZK) stake by 8.7% in Q2 2026, buying an estimated $101K and bringing the position to 25,777 shares worth $1.34M. The position accounts for 0.73% of the portfolio, ranked #36.

WinCap Financial first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • WinCap Financial held 25,777 shares of Bank OZK worth $1.34M as of Q2 2026.
  • WinCap Financial bought 2,067 Bank OZK shares in Q2 2026, an estimated $101K.
  • Bank OZK made up 0.73% of WinCap Financial's portfolio in Q2 2026, its #36 holding.
  • WinCap Financial first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.