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MASECO Private Wealth’s Bank OZK OZK Stock Holding History

MASECO Private Wealth’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
-279
Closed -$12.8K – 532
2025
Q4 		$12.8K Buy
279
+3
+1% +$140 ﹤0.01% 308
2025
Q3 		$14.1K Buy
276
+2
+0.7% +$102 ﹤0.01% 157
2025
Q2 		$12.9K Buy
+274
New +$12K ﹤0.01% 307

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

MASECO Private Wealth's OZK Position: Q1 2026 in Review

MASECO Private Wealth sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 279 shares — an estimated $12.8K sold.

MASECO Private Wealth first reported a position in OZK in Q2 2025 and held it in 3 quarters. The position peaked at $14.1K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • MASECO Private Wealth reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 279 Bank OZK shares in Q1 2026, an estimated $12.8K.
  • MASECO Private Wealth first reported a position in Bank OZK in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Bank OZK position peaked at $14.1K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.