Legato Capital Management’s Bank OZK OZK Stock Holding History

Legato Capital 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 Q1	–	Sell	-24,679	Closed	-$1.14M	–	845
2025 Q4	$1.14M	Buy	+24,679	New	+$1.15M	0.1%	325

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legato Capital Management's OZK Position: Q1 2026 in Review

Legato Capital Management sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 24,679 shares — an estimated $1.14M sold.

Legato Capital Management first reported a position in OZK in Q4 2025 and held it in 1 quarter. The position peaked at $1.14M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Legato Capital Management reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
Legato Capital Management sold 24,679 Bank OZK shares in Q1 2026, an estimated $1.14M.
Legato Capital Management first reported a position in Bank OZK in Q4 2025 and held it in 1 quarter.
Legato Capital Management's Bank OZK position peaked at $1.14M in Q4 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.