IFWM
OZK icon

Institute for Wealth Management’s Bank OZK OZK Stock Holding History

Institute for 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 		$21.2K Buy
+408
New +$19.9K ﹤0.01% 1114

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institute for Wealth Management's OZK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bank OZK (OZK) in Q2 2026: 408 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

273 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Institute for Wealth Management held 408 shares of Bank OZK worth $21.2K as of Q2 2026.
  • Bank OZK was a new Institute for Wealth Management position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • 273 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.