Carson Wealth (CWM LLC)’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Sell |
27,061
-3,973
| -13% | -$187K | ﹤0.01% | 1422 |
|
|
2025
Q4 | $1.43M | Sell |
31,034
-6,876
| -18% | -$322K | ﹤0.01% | 1311 |
|
|
2025
Q3 | $1.93M | Buy |
37,910
+2,164
| +6% | +$111K | 0.01% | 1104 |
|
|
2025
Q2 | $1.68M | Sell |
35,746
-9,623
| -21% | -$421K | 0.01% | 1009 |
|
|
2025
Q1 | $1.97M | Buy |
45,369
+17,412
| +62% | +$824K | 0.01% | 835 |
|
|
2024
Q4 | $1.25M | Buy |
27,957
+6,004
| +27% | +$275K | 0.01% | 965 |
|
|
2024
Q3 | $944K | Buy |
21,953
+12,207
| +125% | +$520K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $400K | Buy |
9,746
+9,288
| +2,028% | +$404K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $21K | Buy |
458
+205
| +81% | +$9.18K | ﹤0.01% | 2885 |
|
|
2023
Q4 | $13K | Buy |
253
+2
| +0.8% | +$82 | ﹤0.01% | 3040 |
|
|
2023
Q3 | $9K | Sell |
251
-104
| -29% | -$4.21K | ﹤0.01% | 3199 |
|
|
2023
Q2 | $14K | Sell |
355
-39
| -10% | -$1.4K | ﹤0.01% | 2877 |
|
|
2023
Q1 | $13K | Sell |
394
-419
| -52% | -$17.6K | ﹤0.01% | 2802 |
|
|
2022
Q4 | $33K | Buy |
813
+573
| +239% | +$24.6K | ﹤0.01% | 2024 |
|
|
2022
Q3 | $9K | Buy |
240
+175
| +269% | +$7.04K | ﹤0.01% | 2764 |
|
|
2022
Q2 | $2K | Sell |
65
-65
| -50% | -$2.56K | ﹤0.01% | 3385 |
|
|
2022
Q1 | $6K | Buy |
130
+84
| +183% | +$3.92K | ﹤0.01% | 2771 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2.1K | ﹤0.01% | 3160 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2685 |
|
|
2021
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2684 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2683 |
|
|
2020
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2682 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2681 |
|
|
2019
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2681 |
|
|
2019
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2680 |
|
|
2019
Q1 | $2K | Sell |
43
-6
| -12% | -$182 | ﹤0.01% | 2677 |
|
|
2018
Q4 | $1K | Buy |
49
+41
| +513% | +$1.14K | ﹤0.01% | 1957 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1948 |
|
|
2018
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1750 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1508 |
|
|
2017
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q1 | $0 | Buy |
+8
| New | +$430 | ﹤0.01% | 1273 |
|
Other funds holding OZK
WA
VPM
VCM
Carson Wealth (CWM LLC)'s OZK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Bank OZK (OZK) stake by 13% in Q1 2026, selling an estimated $187K and leaving 27,061 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.
Carson Wealth (CWM LLC) first reported a position in OZK in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.97M in Q1 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- Carson Wealth (CWM LLC) held 27,061 shares of Bank OZK worth $1.24M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 3,973 Bank OZK shares in Q1 2026, an estimated $187K.
- Bank OZK made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1422 holding.
- Carson Wealth (CWM LLC) first reported a position in Bank OZK in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Bank OZK position peaked at $1.97M in Q1 2025.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.