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OZK icon

Yousif Capital Management’s Bank OZK OZK Stock Holding History

Yousif Capital 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 		$1.47M Sell
28,309
-2,161
-7% -$105K 0.02% 836
2026
Q1 		$1.4M Sell
30,470
-2,223
-7% -$105K 0.02% 863
2025
Q4 		$1.56M Sell
32,693
-599
-2% -$28K 0.02% 843
2025
Q3 		$1.7M Sell
33,292
-2,092
-6% -$107K 0.02% 809
2025
Q2 		$1.67M Sell
35,384
-748
-2% -$32.7K 0.02% 837
2025
Q1 		$1.57M Sell
36,132
-885
-2% -$41.9K 0.02% 856
2024
Q4 		$1.65M Sell
37,017
-1,683
-4% -$77K 0.02% 861
2024
Q3 		$1.66M Sell
38,700
-5,428
-12% -$231K 0.02% 881
2024
Q2 		$1.81M Sell
44,128
-3,623
-8% -$158K 0.02% 812
2024
Q1 		$2.17M Sell
47,751
-1,090
-2% -$48.8K 0.02% 773
2023
Q4 		$2.43M Buy
48,841
+77
+0.2% +$3.17K 0.03% 685
2023
Q3 		$1.81M Sell
48,764
-4,080
-8% -$165K 0.02% 804
2023
Q2 		$2.12M Sell
52,844
-3,125
-6% -$112K 0.03% 739
2023
Q1 		$1.91M Sell
55,969
-650
-1% -$27.3K 0.02% 798
2022
Q4 		$2.27M Sell
56,619
-313
-0.5% -$13.4K 0.03% 678
2022
Q3 		$2.25M Sell
56,932
-6,307
-10% -$254K 0.03% 658
2022
Q2 		$2.37M Sell
63,239
-1,420
-2% -$56K 0.03% 698
2022
Q1 		$2.76M Buy
64,659
+1,246
+2% +$58.1K 0.03% 714
2021
Q4 		$2.95M Buy
+63,413
New +$2.89M 0.03% 690

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
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Yousif Capital Management's OZK Position: Q2 2026 in Review

Yousif Capital Management reduced its Bank OZK (OZK) stake by 7.1% in Q2 2026, selling an estimated $105K and leaving 28,309 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #836.

Yousif Capital Management first reported a position in OZK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.95M in Q4 2021. 49 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Yousif Capital Management held 28,309 shares of Bank OZK worth $1.47M as of Q2 2026.
  • Yousif Capital Management sold 2,161 Bank OZK shares in Q2 2026, an estimated $105K.
  • Bank OZK made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #836 holding.
  • Yousif Capital Management first reported a position in Bank OZK in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Bank OZK position peaked at $2.95M in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.