MGO One Seven
OZK icon

MGO One Seven’s Bank OZK OZK Stock Holding History

MGO One Seven’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
Q3 		$275K Buy
5,993
+608
+11% +$30.3K ﹤0.01% 1284
2026
Q2 		$281K Buy
5,385
+444
+9% +$21.6K ﹤0.01% 1286
2026
Q1 		$227K Buy
+4,941
New +$233K ﹤0.01% 1282
2025
Q4 		– Sell
-4,140
Closed -$211K – 1465
2025
Q3 		$211K Buy
+4,140
New +$211K ﹤0.01% 1225
2024
Q4 		– Sell
-5,772
Closed -$248K – 1115
2024
Q3 		$248K Buy
5,772
+66
+1% +$2.81K 0.01% 854
2024
Q2 		$234K Sell
5,706
-902
-14% -$39.2K 0.01% 856
2024
Q1 		$300K Sell
6,608
-240
-4% -$10.7K 0.02% 725
2023
Q4 		$341K Sell
6,848
-46
-0.7% -$1.9K 0.02% 666
2023
Q3 		$256K Buy
6,894
+316
+5% +$12.8K 0.02% 696
2023
Q2 		$264K Sell
6,578
-145
-2% -$5.2K 0.02% 643
2023
Q1 		$230K Sell
6,723
-198
-3% -$8.31K 0.01% 754
2022
Q4 		$277K Buy
6,921
+555
+9% +$23.8K 0.03% 579
2022
Q3 		$251K Buy
6,366
+42
+0.7% +$1.69K 0.01% 591
2022
Q2 		$237K Sell
6,324
-90
-1% -$3.55K 0.03% 534
2022
Q1 		$274K Buy
6,414
+5
+0.1% +$233 0.03% 531
2021
Q4 		$298K Buy
+6,409
New +$292K 0.03% 497
2019
Q1 		– Sell
-190
Closed -$4K – 1258
2018
Q4 		$4K Buy
+190
New +$5.27K ﹤0.01% 1431
2018
Q1 		$17K Sell
354
-105
-23% -$5.31K 0.01% 925
2017
Q4 		$22K Buy
+459
New +$21.3K 0.01% 841

Other funds holding OZK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Giverny Capital
Giverny Capital Montreal, Quebec, Canada $2.92B AUM 9.57% 1-Year Est. Return

MGO One Seven's OZK Position: Q3 2026 in Review

MGO One Seven increased its Bank OZK (OZK) stake by 11% in Q3 2026, buying an estimated $30.3K and bringing the position to 5,993 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

MGO One Seven first reported a position in OZK in Q4 2017 and has held it in 19 quarters since. The position peaked at $341K in Q4 2023. 346 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • MGO One Seven held 5,993 shares of Bank OZK worth $275K as of Q3 2026.
  • MGO One Seven bought 608 Bank OZK shares in Q3 2026, an estimated $30.3K.
  • Bank OZK made up ﹤0.01% of MGO One Seven's portfolio in Q3 2026, its #1284 holding.
  • MGO One Seven first reported a position in Bank OZK in Q4 2017 and has held it in 19 quarters since.
  • MGO One Seven's Bank OZK position peaked at $341K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.