MFG
OZK icon

Merit Financial Group’s Bank OZK OZK Stock Holding History

Merit 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
Q2 		$1.04M Buy
19,931
+9,232
+86% +$450K 0.01% 1061
2026
Q1 		$491K Sell
10,699
-381
-3% -$17.9K ﹤0.01% 1385
2025
Q4 		$510K Sell
11,080
-932
-8% -$43.6K ﹤0.01% 1300
2025
Q3 		$612K Sell
12,012
-456
-4% -$23.3K 0.01% 1068
2025
Q2 		$587K Buy
12,468
+3,236
+35% +$142K 0.01% 1027
2025
Q1 		$401K Buy
9,232
+2,329
+34% +$110K 0.01% 1024
2024
Q4 		$307K Buy
+6,903
New +$316K 0.01% 918

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Merit Financial Group's OZK Position: Q2 2026 in Review

Merit Financial Group increased its Bank OZK (OZK) stake by 86% in Q2 2026, buying an estimated $450K and bringing the position to 19,931 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1061.

Merit Financial Group first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Merit Financial Group held 19,931 shares of Bank OZK worth $1.04M as of Q2 2026.
  • Merit Financial Group bought 9,232 Bank OZK shares in Q2 2026, an estimated $450K.
  • Bank OZK made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1061 holding.
  • Merit Financial Group first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.