- What are the top holdings of OZK?
- Bank OZK holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does OZK have?
- OZK holds — positions as reported by the fund's most recent disclosure.
- What sectors does OZK invest in?
- Bank OZK (OZK) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is OZK most exposed to?
- OZK's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is OZK a US-only fund?
- The country allocation card on this page shows OZK's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does OZK invest in?
- Bank OZK is a financial institution offering a comprehensive range of banking services to both retail and commercial clients. Its deposit offerings encompass a wide array of account types, such as demand deposit accounts (both interest and non-interest-bearing), business sweep, savings, money market, and individual retirement accounts, alongside various time deposit options. Beyond deposits, Bank OZK extends diverse lending solutions. These include financing for real estate, consumers, and businesses, as well as specialized areas like recreational vehicles, marine vessels, commercial & industrial projects, and government-guaranteed loans. The bank also supports agriculture, small businesses, homebuilders, and affordable housing initiatives. Additional financial provisions cover business aviation and subscription-based services, as well as conventional mortgage and other loan products. Furthermore, the institution delivers trust and wealth management services. This encompasses personal wealth planning, custodial arrangements, investment management, and retirement account administration. For corporate clients, it provides essential corporate trust services, acting as a trustee, paying agent, and registered transfer agent, among other related functions. Its suite of treasury management offerings is designed to streamline business operations, featuring services like automated clearing house (ACH) transactions, wire transfers, detailed transaction reporting, wholesale lockbox processing, remote deposit capture, automated credit line transfers, account reconciliation, positive pay fraud prevention, and merchant and commercial card services. It also manages specialized accounts such as zero balance and investment sweep accounts. Customers also benefit from convenient access through ATMs, telephone, online, and mobile banking platforms. The bank issues both debit and credit cards, offers safe deposit boxes, and processes merchant debit and credit card transactions, along with other supplementary products and services. With a history dating back to its founding in 1903, Bank OZK is headquartered in Little Rock, Arkansas. It expanded its footprint to approximately 240 branches across states including Arkansas, Georgia, Florida, North Carolina, Texas, Carolina, California, New York, and Mississippi as of the end of 2021. The institution adopted its current name, Bank OZK, in July 2018, having previously been known as Bank of the Ozarks.
