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Legacy Capital Group California’s Bank OZK OZK Stock Holding History

Legacy Capital Group California’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 		– Sell
-6,427
Closed -$296K – 340
2025
Q4 		$296K Buy
6,427
+59
+0.9% +$2.76K 0.07% 291
2025
Q3 		$325K Buy
6,368
+99
+2% +$5.06K 0.08% 275
2025
Q2 		$295K Sell
6,269
-39
-0.6% -$1.71K 0.08% 266
2025
Q1 		$274K Sell
6,308
-40
-0.6% -$1.89K 0.1% 244
2024
Q4 		$283K Sell
6,348
-6
-0.1% -$274 0.09% 252
2024
Q3 		$273K Sell
6,354
-256
-4% -$10.9K 0.09% 251
2024
Q2 		$271K Buy
6,610
+67
+1% +$2.92K 0.1% 244
2024
Q1 		$297K Sell
6,543
-90
-1% -$4.03K 0.11% 223
2023
Q4 		$331K Sell
6,633
-13
-0.2% -$536 0.13% 207
2023
Q3 		$246K Sell
6,646
-64
-1% -$2.59K 0.11% 230
2023
Q2 		$269K Buy
6,710
+219
+3% +$7.86K 0.11% 218
2023
Q1 		$222K Buy
+6,491
New +$272K 0.11% 222

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

Legacy Capital Group California's OZK Position: Q1 2026 in Review

Legacy Capital Group California sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 6,427 shares — an estimated $296K sold.

Legacy Capital Group California first reported a position in OZK in Q1 2023 and held it in 12 quarters. The position peaked at $331K in Q4 2023. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Legacy Capital Group California reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 6,427 Bank OZK shares in Q1 2026, an estimated $296K.
  • Legacy Capital Group California first reported a position in Bank OZK in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Bank OZK position peaked at $331K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.