Bank OZK’s Morgan Stanley MS Stock Holding History

Bank OZK’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$290K	Sell	1,762 -3	-0.2%	-$519	0.1%	126
2025 Q4	$313K	Hold	1,765	–	–	0.11%	125
2025 Q3	$281K	Sell	1,765 -40	-2%	-$5.91K	0.1%	132
2025 Q2	$254K	Buy	1,805 +69	+4%	+$8.47K	0.1%	130
2025 Q1	$203K	Hold	1,736	–	–	0.08%	138
2024 Q4	$218K	Buy	+1,736	New	+$214K	0.09%	140
2022 Q1	–	Sell	-2,179	Closed	-$214K	–	128
2021 Q4	$214K	Sell	2,179 -350	-14%	-$34.9K	0.09%	127
2021 Q3	$246K	Sell	2,529 -300	-11%	-$29.7K	0.11%	113
2021 Q2	$259K	Hold	2,829	–	–	0.11%	112
2021 Q1	$220K	Buy	+2,829	New	+$217K	0.1%	120
2015 Q1	–	Sell	-6,530	Closed	-$254K	–	129
2014 Q4	$254K	Buy	+6,530	New	+$232K	0.09%	112

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank OZK's MS Position: Q1 2026 in Review

Bank OZK reduced its Morgan Stanley (MS) stake by 0.17% in Q1 2026, selling an estimated $519 and leaving 1,762 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #126.

Bank OZK first reported a position in MS in Q4 2014 and has held it in 11 quarters since. The position peaked at $313K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bank OZK held 1,762 shares of Morgan Stanley worth $290K as of Q1 2026.
Bank OZK sold 3 Morgan Stanley shares in Q1 2026, an estimated $519.
Morgan Stanley made up 0.1% of Bank OZK's portfolio in Q1 2026, its #126 holding.
Bank OZK first reported a position in Morgan Stanley in Q4 2014 and has held it in 11 quarters since.
Bank OZK's Morgan Stanley position peaked at $313K in Q4 2025.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.