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OZK icon

MassMutual Private Wealth & Trust’s Bank OZK OZK Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.77K Sell
130
-47
-27% -$2.29K ﹤0.01% 1569
2026
Q1 		$8.12K Hold
177
– – ﹤0.01% 1449
2025
Q4 		$8.15K Buy
177
+14
+9% +$655 ﹤0.01% 1479
2025
Q3 		$8.31K Hold
163
– – ﹤0.01% 1466
2025
Q2 		$7.67K Buy
163
+30
+23% +$1.31K ﹤0.01% 1468
2025
Q1 		$5.78K Sell
133
-38
-22% -$1.8K ﹤0.01% 1532
2024
Q4 		$7.62K Buy
171
+18
+12% +$823 ﹤0.01% 1368
2024
Q3 		$6.58K Buy
153
+45
+42% +$1.92K ﹤0.01% 1271
2024
Q2 		$4.43K Sell
108
-5
-4% -$218 ﹤0.01% 1358
2024
Q1 		$5.14K Sell
113
-6
-5% -$269 ﹤0.01% 1269
2023
Q4 		$5.93K Sell
119
-71
-37% -$2.93K ﹤0.01% 1190
2023
Q3 		$7.04K Buy
190
+96
+102% +$3.89K ﹤0.01% 1134
2023
Q2 		$3.77K Buy
94
+78
+488% +$2.8K ﹤0.01% 1293
2023
Q1 		$547 Hold
16
– – ﹤0.01% 1667
2022
Q4 		$1K Hold
16
– – ﹤0.01% 1510
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1477
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1371
2022
Q1 		$1K Sell
16
-29
-64% -$1.35K ﹤0.01% 1383
2021
Q4 		$2K Buy
+45
New +$2.05K ﹤0.01% 1117

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's OZK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Bank OZK (OZK) stake by 27% in Q2 2026, selling an estimated $2.29K and leaving 130 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

MassMutual Private Wealth & Trust first reported a position in OZK in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.31K in Q3 2025. 175 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 130 shares of Bank OZK worth $6.77K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 47 Bank OZK shares in Q2 2026, an estimated $2.29K.
  • Bank OZK made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1569 holding.
  • MassMutual Private Wealth & Trust first reported a position in Bank OZK in Q4 2021 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's Bank OZK position peaked at $8.31K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.