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Calamos Wealth Management’s Bank OZK OZK Stock Holding History

Calamos 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
Q1 		$246K Buy
+5,361
New +$253K 0.01% 480

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Calamos Wealth Management's OZK Position: Q1 2026 in Review

Calamos Wealth Management opened a new position in Bank OZK (OZK) in Q1 2026: 5,361 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings.

498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Calamos Wealth Management held 5,361 shares of Bank OZK worth $246K as of Q1 2026.
  • Bank OZK was a new Calamos Wealth Management position in Q1 2026.
  • Bank OZK made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #480 holding.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.