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Bogart Wealth LLC’s Bank OZK OZK Stock Holding History

Bogart Wealth LLC’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 		$5.31K Buy
102
+76
+292% +$3.7K ﹤0.01% 1190
2026
Q1 		$1.19K Buy
+26
New +$1.23K ﹤0.01% 1399
2025
Q2 		– Sell
-11
Closed -$478 – 1521
2025
Q1 		$478 Sell
11
-20
-65% -$946 ﹤0.01% 1292
2024
Q4 		$1.38K Buy
+31
New +$1.42K ﹤0.01% 1172

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Bogart Wealth LLC's OZK Position: Q2 2026 in Review

Bogart Wealth LLC increased its Bank OZK (OZK) stake by 292% in Q2 2026, buying an estimated $3.7K and bringing the position to 102 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Bogart Wealth LLC first reported a position in OZK in Q4 2024 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Bogart Wealth LLC held 102 shares of Bank OZK worth $5.31K as of Q2 2026.
  • Bogart Wealth LLC bought 76 Bank OZK shares in Q2 2026, an estimated $3.7K.
  • Bank OZK made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1190 holding.
  • Bogart Wealth LLC first reported a position in Bank OZK in Q4 2024 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.