Loring Wolcott & Coolidge Fiduciary Advisors’s Bank OZK OZK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.61M	Hold	30,930	–	–	0.02%	136
2026 Q1	$1.48M	Buy	30,930 +30,000	+3,226%	+$1.41M	0.01%	137
2025 Q4	$43.2K	Hold	930	–	–	﹤0.01%	424
2025 Q3	$41.9K	Hold	930	–	–	﹤0.01%	438
2025 Q2	$43.8K	Hold	930	–	–	﹤0.01%	396
2025 Q1	$39K	Hold	930	–	–	﹤0.01%	402
2024 Q4	$47.6K	Hold	930	–	–	﹤0.01%	394
2024 Q3	$41.3K	Hold	930	–	–	﹤0.01%	406
2024 Q2	$43.3K	Hold	930	–	–	﹤0.01%	402
2024 Q1	$42K	Hold	930	–	–	﹤0.01%	413
2023 Q4	$42K	Hold	930	–	–	﹤0.01%	416
2023 Q3	$35.9K	Hold	930	–	–	﹤0.01%	444
2023 Q2	$37.4K	Sell	930 -892	-49%	-$32K	﹤0.01%	453
2023 Q1	$62.3K	Hold	1,822	–	–	﹤0.01%	384
2022 Q4	$73K	Hold	1,822	–	–	﹤0.01%	369
2022 Q3	$72K	Hold	1,822	–	–	﹤0.01%	376
2022 Q2	$68K	Hold	1,822	–	–	﹤0.01%	397
2022 Q1	$78K	Hold	1,822	–	–	﹤0.01%	410
2021 Q4	$85K	Hold	1,822	–	–	﹤0.01%	412
2021 Q3	$78K	Hold	1,822	–	–	﹤0.01%	414
2021 Q2	$77K	Buy	+1,822	New	+$76K	﹤0.01%	432
2021 Q1	–	Sell	-1,822	Closed	-$57K	–	580
2020 Q4	$57K	Hold	1,822	–	–	﹤0.01%	414
2020 Q3	$39K	Hold	1,822	–	–	﹤0.01%	422
2020 Q2	$43K	Hold	1,822	–	–	﹤0.01%	390
2020 Q1	$30K	Hold	1,822	–	–	﹤0.01%	421
2019 Q4	$56K	Hold	1,822	–	–	﹤0.01%	407
2019 Q3	$50K	Hold	1,822	–	–	﹤0.01%	407
2019 Q2	$55K	Hold	1,822	–	–	﹤0.01%	395
2019 Q1	$53K	Hold	1,822	–	–	﹤0.01%	398
2018 Q4	$42K	Hold	1,822	–	–	﹤0.01%	432
2018 Q3	$69K	Hold	1,822	–	–	﹤0.01%	393
2018 Q2	$82K	Hold	1,822	–	–	﹤0.01%	375
2018 Q1	$88K	Hold	1,822	–	–	﹤0.01%	382
2017 Q4	$88K	Hold	1,822	–	–	﹤0.01%	374
2017 Q3	$88K	Hold	1,822	–	–	﹤0.01%	371
2017 Q2	$79K	Hold	1,822	–	–	﹤0.01%	377
2017 Q1	$95K	Hold	1,822	–	–	﹤0.01%	355
2016 Q4	$96K	Hold	1,822	–	–	﹤0.01%	332
2016 Q3	$70K	Hold	1,822	–	–	﹤0.01%	372
2016 Q2	$68K	Hold	1,822	–	–	﹤0.01%	368
2016 Q1	$76K	Hold	1,822	–	–	﹤0.01%	338
2015 Q4	$90K	Sell	1,822 -50	-3%	-$2.51K	﹤0.01%	349
2015 Q3	$86K	Hold	1,872	–	–	﹤0.01%	368
2015 Q2	$86K	Sell	1,872 -140	-7%	-$5.95K	﹤0.01%	368
2015 Q1	$74K	Buy	2,012 +872	+76%	+$31.1K	﹤0.01%	392
2014 Q4	$43K	Buy	+1,140	New	+$39.8K	﹤0.01%	442

Other funds holding OZK

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

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

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 New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OZK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 30,930 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #136.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OZK in Q4 2014 and has held it in 46 quarters since. 253 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 30,930 shares of Bank OZK worth $1.61M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #136 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bank OZK in Q4 2014 and has held it in 46 quarters since.
253 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.