MOS
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
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 		$251 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

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

MGO One Seven's OZK Position: Q1 2026 in Review

MGO One Seven opened a new position in Bank OZK (OZK) in Q1 2026: 4,941 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings. This is a return to the name: MGO One Seven previously reported a position in OZK as recently as Q3 2025.

MGO One Seven first reported a position in OZK in Q4 2017 and has held it in 17 quarters since. The position peaked at $341K in Q4 2023. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • MGO One Seven held 4,941 shares of Bank OZK worth $227K as of Q1 2026.
  • Bank OZK was a new MGO One Seven position in Q1 2026.
  • Bank OZK made up ﹤0.01% of MGO One Seven's portfolio in Q1 2026, its #1282 holding.
  • MGO One Seven first reported a position in Bank OZK in Q4 2017 and has held it in 17 quarters since.
  • MGO One Seven's Bank OZK position peaked at $341K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.