WG
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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
Q2 		$973K Sell
18,679
-8,061
-30% -$393K 0.03% 518
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 $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

Winton Group's OZK Position: Q2 2026 in Review

Winton Group reduced its Bank OZK (OZK) stake by 30% in Q2 2026, selling an estimated $393K and leaving 18,679 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #518.

Winton Group first reported a position in OZK in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.4M in Q2 2022. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Winton Group held 18,679 shares of Bank OZK worth $973K as of Q2 2026.
  • Winton Group sold 8,061 Bank OZK shares in Q2 2026, an estimated $393K.
  • Bank OZK made up 0.03% of Winton Group's portfolio in Q2 2026, its #518 holding.
  • Winton Group first reported a position in Bank OZK in Q3 2020 and has held it in 17 quarters since.
  • Winton Group's Bank OZK position peaked at $1.4M in Q2 2022.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.