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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
Q2 		– Sell
-5,361
Closed -$246K – 553
2026
Q1 		$246K Buy
+5,361
New +$253K 0.01% 480

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State Street
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Vanguard Capital Management
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WA
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Charles Schwab
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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

Calamos Wealth Management's OZK Position: Q2 2026 in Review

Calamos Wealth Management sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 5,361 shares — an estimated $246K sold.

Calamos Wealth Management first reported a position in OZK in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Calamos Wealth Management reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 5,361 Bank OZK shares in Q2 2026, an estimated $246K.
  • Calamos Wealth Management first reported a position in Bank OZK in Q1 2026 and held it in 1 quarter.
  • Calamos Wealth Management's Bank OZK position peaked at $246K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.