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Bartlett & Co Wealth Management’s Bank OZK OZK Stock Holding History

Bartlett & Co Wealth 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 		– Sell
-3
Closed -$144 – 1358
2026
Q1 		$144 Buy
+3
New +$141 ﹤0.01% 1241
2021
Q4 		– Sell
-82
Closed -$3.52K – 732
2021
Q3 		$3.52K Buy
+82
New +$3.42K ﹤0.01% 805

Other funds holding OZK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bartlett & Co Wealth Management's OZK Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 3 shares — an estimated $144 sold.

Bartlett & Co Wealth Management first reported a position in OZK in Q3 2021 and held it in 2 quarters. The position peaked at $3.52K in Q3 2021. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3 Bank OZK shares in Q2 2026, an estimated $144.
  • Bartlett & Co Wealth Management first reported a position in Bank OZK in Q3 2021 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Bank OZK position peaked at $3.52K in Q3 2021.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.