Legacy Capital Wealth Partners’s Bank OZK OZK Stock Holding History

Legacy Capital Wealth Partners’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	$3.22M	Buy	61,874 +128	+0.2%	+$6.23K	0.62%	26
2026 Q1	$2.83M	Sell	61,746 -48	-0.1%	-$2.26K	0.58%	28
2025 Q4	$2.84M	Sell	61,794 -44	-0.1%	-$2.06K	0.61%	27
2025 Q3	$3.15M	Buy	61,838 +63	+0.1%	+$3.22K	0.69%	25
2025 Q2	$2.91M	Buy	61,775 +48	+0.1%	+$2.1K	0.66%	23
2025 Q1	$2.68M	Sell	61,727 -66	-0.1%	-$3.12K	0.66%	22
2024 Q4	$2.75M	Sell	61,793 -43	-0.1%	-$1.97K	0.68%	21
2024 Q3	$2.66M	Buy	61,836 +86	+0.1%	+$3.66K	0.53%	38
2024 Q2	$2.53M	Buy	+61,750	New	+$2.69M	0.64%	26
2024 Q1	–	Sell	-65,600	Closed	-$3.27M	–	270
2023 Q4	$3.27M	Buy	65,600 +12	+0%	+$495	0.93%	20
2023 Q3	$2.43M	Buy	+65,588	New	+$2.66M	0.67%	27
2023 Q2	–	Sell	-7,716	Closed	-$264K	–	174
2023 Q1	$264K	Buy	+7,716	New	+$324K	0.07%	210

Other funds holding OZK

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Capital Wealth Partners's OZK Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Bank OZK (OZK) stake by 0.21% in Q2 2026, buying an estimated $6.23K and bringing the position to 61,874 shares worth $3.22M. The position accounts for 0.62% of the portfolio, ranked #26.

Legacy Capital Wealth Partners first reported a position in OZK in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2023. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Legacy Capital Wealth Partners held 61,874 shares of Bank OZK worth $3.22M as of Q2 2026.
Legacy Capital Wealth Partners bought 128 Bank OZK shares in Q2 2026, an estimated $6.23K.
Bank OZK made up 0.62% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #26 holding.
Legacy Capital Wealth Partners first reported a position in Bank OZK in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Bank OZK position peaked at $3.27M in Q4 2023.
529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.