M1FG
OZK icon

Mach-1 Financial Group’s Bank OZK OZK Stock Holding History

Mach-1 Financial Group’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
-12,645
Closed -$582K – 252
2025
Q4 		$582K Buy
+12,645
New +$592K 0.12% 152
2025
Q3 		– Sell
-16,863
Closed -$794K – 365
2025
Q2 		$794K Sell
16,863
-135
-0.8% -$5.91K 0.23% 103
2025
Q1 		$739K Buy
+16,998
New +$804K 0.22% 112
2023
Q1 		– Sell
-12,993
Closed -$521K – 323
2022
Q4 		$521K Buy
12,993
+12,939
+23,961% +$555K 0.17% 136
2022
Q3 		$2K Hold
54
– – ﹤0.01% 344
2022
Q2 		$2K Buy
+54
New +$2.13K ﹤0.01% 362

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mach-1 Financial Group's OZK Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 12,645 shares — an estimated $582K sold.

Mach-1 Financial Group first reported a position in OZK in Q2 2022 and held it in 6 quarters. The position peaked at $794K in Q2 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Mach-1 Financial Group reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 12,645 Bank OZK shares in Q1 2026, an estimated $582K.
  • Mach-1 Financial Group first reported a position in Bank OZK in Q2 2022 and held it in 6 quarters.
  • Mach-1 Financial Group's Bank OZK position peaked at $794K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.