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Evolve Private Wealth’s Bank OZK OZK Stock Holding History

Evolve Private Wealth’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 		$1.14M Buy
21,906
+2,369
+12% +$115K 0.07% 250
2026
Q1 		$897K Buy
19,537
+723
+4% +$34.1K 0.05% 365
2025
Q4 		$866K Buy
+18,814
New +$880K 0.05% 341

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's OZK Position: Q2 2026 in Review

Evolve Private Wealth increased its Bank OZK (OZK) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 21,906 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #250.

Evolve Private Wealth first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Evolve Private Wealth held 21,906 shares of Bank OZK worth $1.14M as of Q2 2026.
  • Evolve Private Wealth bought 2,369 Bank OZK shares in Q2 2026, an estimated $115K.
  • Bank OZK made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #250 holding.
  • Evolve Private Wealth first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.