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Wolverine Asset Management’s Bank OZK OZK Stock Holding History

Wolverine Asset 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
2025
Q2 		– Sell
-19,637
Closed -$853K – 1752
2025
Q1 		$853K Buy
19,637
+3,746
+24% +$177K 0.01% 732
2024
Q4 		$708K Sell
15,891
-7,096
-31% -$325K 0.01% 789
2024
Q3 		$988K Buy
+22,987
New +$979K 0.01% 710
2021
Q2 		– Sell
-1,832
Closed -$74K – 2345
2021
Q1 		$74K Buy
+1,832
New +$72.1K ﹤0.01% 1529

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wolverine Asset Management's OZK Position: Q2 2025 in Review

Wolverine Asset Management sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 19,637 shares — an estimated $853K sold.

Wolverine Asset Management first reported a position in OZK in Q1 2021 and held it in 4 quarters. The position peaked at $988K in Q3 2024. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Wolverine Asset Management reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 19,637 Bank OZK shares in Q2 2025, an estimated $853K.
  • Wolverine Asset Management first reported a position in Bank OZK in Q1 2021 and held it in 4 quarters.
  • Wolverine Asset Management's Bank OZK position peaked at $988K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.