Gilliland Jeter Wealth Management’s Bank OZK OZK Stock Holding History

Gilliland Jeter 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	$661K	Buy	12,695 +45	+0.4%	+$2.19K	0.17%	104
2026 Q1	$581K	Buy	12,650 +43	+0.3%	+$2.03K	0.17%	103
2025 Q4	$580K	Buy	12,607 +12	+0.1%	+$561	0.18%	103
2025 Q3	$642K	Buy	12,595 +38	+0.3%	+$1.94K	0.2%	100
2025 Q2	$591K	Buy	12,557 +47	+0.4%	+$2.06K	0.19%	101
2025 Q1	$544K	Buy	12,510 +39	+0.3%	+$1.84K	0.19%	103
2024 Q4	$555K	Buy	12,471 +39	+0.3%	+$1.78K	0.19%	103
2024 Q3	$534K	Sell	12,432 -1,462	-11%	-$62.2K	0.17%	109
2024 Q2	$570K	Sell	13,894 -1,469	-10%	-$63.9K	0.19%	102
2024 Q1	$698K	Sell	15,363 -3,068	-17%	-$137K	0.24%	88
2023 Q4	$918K	Buy	+18,431	New	+$760K	0.38%	73

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gilliland Jeter Wealth Management's OZK Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Bank OZK (OZK) stake by 0.36% in Q2 2026, buying an estimated $2.19K and bringing the position to 12,695 shares worth $661K. The position accounts for 0.17% of the portfolio, ranked #104.

Gilliland Jeter Wealth Management first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. The position peaked at $918K in Q4 2023. 252 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Gilliland Jeter Wealth Management held 12,695 shares of Bank OZK worth $661K as of Q2 2026.
Gilliland Jeter Wealth Management bought 45 Bank OZK shares in Q2 2026, an estimated $2.19K.
Bank OZK made up 0.17% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #104 holding.
Gilliland Jeter Wealth Management first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Bank OZK position peaked at $918K in Q4 2023.
252 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.