STOCK TITAN

Vanguard (OZK) disaggregates holdings; reports 0 shares after realignment

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group amended its Schedule 13G/A to report a post‑realignment beneficial ownership position in Bank OZK common stock of 0% representing 0 shares. The filing explains that certain Vanguard subsidiaries now report holdings separately in accordance with SEC Release No. 34-39538.

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Insights

Vanguard disaggregated holdings; reports zero beneficial ownership in OZK.

The amendment states an Amount beneficially owned: 0 and 0%, reflecting an internal realignment on January 12, 2026 that caused separate reporting by subsidiaries under SEC Release No. 34-39538.

Cash‑flow treatment or intention to buy/sell is not stated; subsequent filings from the reporting entities may show activity if holdings change.

Amount beneficially owned 0 shares Schedule 13G/A amendment for Bank OZK
Percent of class 0% Reported percent of Bank OZK common stock
Internal realignment date January 12, 2026 Date Vanguard cites for disaggregated reporting under SEC Release No. 34-39538
Filing amendment reference Amendment No. 7 Schedule 13G/A header
Signature date 03/30/2026 Signed by Ashley Grim, Head of Global Fund Administration
Schedule 13G/A regulatory
"The Vanguard Group amended its Schedule 13G/A to report beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownership regulatory
"Amount beneficially owned: 0 and Percent of class: 0%"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
SEC Release No. 34-39538 regulatory
"in accordance with SEC Release No. 34-39538 (January 12, 1998)"
disaggregated reporting regulatory
"will report beneficial ownership separately (on a disaggregated basis)"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does The Vanguard Group report in its 13G/A for OZK?

It reports 0 shares and 0% beneficial ownership in Bank OZK. The filing notes an internal realignment on January 12, 2026 requiring certain Vanguard subsidiaries to report holdings separately under SEC Release No. 34-39538.

Does the 13G/A show Vanguard still controls OZK shares?

No; the filing states Vanguard reports 0 shares and 0% beneficial ownership. It explains subsidiaries now report separately and Vanguard no longer is deemed to have beneficial ownership over those subsidiary holdings.

When did Vanguard's internal realignment occur as described in the OZK filing?

The filing cites an internal realignment on January 12, 2026. That date is tied to Vanguard's reliance on SEC Release No. 34-39538 which permits disaggregated reporting by subsidiaries.

Who signed the Schedule 13G/A amendment for OZK?

Ashley Grim, Head of Global Fund Administration, signed the amendment. The signature date recorded is 03/30/2026 on the filing covering the realignment disclosure.

Does this 13G/A indicate any trading activity in OZK stock?

No; the filing lists Amount beneficially owned: 0 and provides no transaction details. It explains reporting changes due to internal realignment rather than describing purchases or sales.





06417N103

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/30/2026