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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
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 $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

Evolve Private Wealth's OZK Position: Q1 2026 in Review

Evolve Private Wealth increased its Bank OZK (OZK) stake by 3.8% in Q1 2026, buying an estimated $34.1K and bringing the position to 19,537 shares worth $897K. The position accounts for 0.05% of the portfolio, ranked #365.

Evolve Private Wealth first reported a position in OZK in Q4 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Evolve Private Wealth held 19,537 shares of Bank OZK worth $897K as of Q1 2026.
  • Evolve Private Wealth bought 723 Bank OZK shares in Q1 2026, an estimated $34.1K.
  • Bank OZK made up 0.05% of Evolve Private Wealth's portfolio in Q1 2026, its #365 holding.
  • Evolve Private Wealth first reported a position in Bank OZK in Q4 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.