Jamison Private Wealth Management’s Bank OZK OZK Stock Holding History

Jamison Private 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	$548K	Hold	10,523	–	–	0.06%	162
2026 Q1	$483K	Hold	10,523	–	–	0.06%	157
2025 Q4	$484K	Hold	10,523	–	–	0.06%	157
2025 Q3	$536K	Hold	10,523	–	–	0.07%	151
2025 Q2	$495K	Hold	10,523	–	–	0.07%	150
2025 Q1	$457K	Hold	10,523	–	–	0.07%	145
2024 Q4	$469K	Hold	10,523	–	–	0.07%	147
2024 Q3	$452K	Hold	10,523	–	–	0.07%	140
2024 Q2	$431K	Hold	10,523	–	–	0.07%	139
2024 Q1	$478K	Hold	10,523	–	–	0.08%	134
2023 Q4	$524K	Hold	10,523	–	–	0.1%	130
2023 Q3	$390K	Buy	+10,523	New	+$426K	0.08%	138

Other funds holding OZK

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Jamison Private Wealth Management's OZK Position: Q2 2026 in Review

Jamison Private Wealth Management held its Bank OZK (OZK) position steady in Q2 2026 at 10,523 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #162.

Jamison Private Wealth Management first reported a position in OZK in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Jamison Private Wealth Management held 10,523 shares of Bank OZK worth $548K as of Q2 2026.
Jamison Private Wealth Management left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #162 holding.
Jamison Private Wealth Management first reported a position in Bank OZK in Q3 2023 and has held it in 12 quarters since.
88 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.