GWM
OZK icon

Gilpin Wealth Management’s Bank OZK OZK Stock Holding History

Gilpin 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
-40
Closed -$1.84K – 1097
2026
Q1 		$1.84K Hold
40
– – ﹤0.01% 430
2025
Q4 		$1.84K Buy
+40
New +$1.87K ﹤0.01% 400

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 $3.37T AUM 44.26% 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

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

Gilpin Wealth Management sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 40 shares — an estimated $1.84K sold.

Gilpin Wealth Management first reported a position in OZK in Q4 2025 and held it in 2 quarters. The position peaked at $1.84K in Q4 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Gilpin Wealth Management reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 40 Bank OZK shares in Q2 2026, an estimated $1.84K.
  • Gilpin Wealth Management first reported a position in Bank OZK in Q4 2025 and held it in 2 quarters.
  • Gilpin Wealth Management's Bank OZK position peaked at $1.84K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.