WG
OZK icon

Winton Group’s Bank OZK OZK Stock Holding History

Winton Group’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 		$1.23M Buy
26,740
+18,037
+207% +$850K 0.04% 472
2025
Q4 		$401K Buy
+8,703
New +$407K 0.01% 683
2024
Q3 		– Sell
-6,600
Closed -$271K – 738
2024
Q2 		$271K Buy
+6,600
New +$287K 0.02% 501
2024
Q1 		– Sell
-10,373
Closed -$517K – 807
2023
Q4 		$517K Sell
10,373
-366
-3% -$15.1K 0.04% 296
2023
Q3 		$398K Buy
+10,739
New +$435K 0.03% 365
2023
Q2 		– Sell
-31,419
Closed -$1.07M – 1028
2023
Q1 		$1.07M Sell
31,419
-2,781
-8% -$117K 0.07% 422
2022
Q4 		$1.37M Buy
34,200
+5,166
+18% +$222K 0.09% 317
2022
Q3 		$1.15M Sell
29,034
-8,182
-22% -$329K 0.08% 362
2022
Q2 		$1.4M Buy
37,216
+10,079
+37% +$398K 0.07% 376
2022
Q1 		$1.16M Buy
27,137
+6,507
+32% +$303K 0.06% 415
2021
Q4 		$960K Buy
20,630
+13,613
+194% +$621K 0.06% 473
2021
Q3 		$302K Sell
7,017
-6,072
-46% -$253K 0.02% 1091
2021
Q2 		$552K Sell
13,089
-2,146
-14% -$89.5K 0.03% 858
2021
Q1 		$622K Sell
15,235
-2,617
-15% -$103K 0.04% 751
2020
Q4 		$558K Buy
17,852
+6,449
+57% +$174K 0.04% 733
2020
Q3 		$243K Buy
+11,403
New +$266K 0.01% 1306

Other funds holding OZK

BlackRock
BlackRock New York $5.7T 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