Michael J. Puzo’s Bank OZK OZK Stock Holding History

Michael J. Puzo’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	-5,390	Closed	-$248K	–	74
2025 Q4	$248K	Hold	5,390	–	–	0.07%	66
2025 Q3	$275K	Hold	5,390	–	–	0.08%	61
2025 Q2	$254K	Sell	5,390 -5	-0.1%	-$219	0.07%	64
2025 Q1	$234K	Sell	5,395 -750	-12%	-$35.5K	0.07%	69
2024 Q4	$274K	Sell	6,145 -610	-9%	-$27.9K	0.08%	66
2024 Q3	$290K	Sell	6,755 -1,060	-14%	-$45.1K	0.08%	67
2024 Q2	$320K	Sell	7,815 -860	-10%	-$37.4K	0.09%	63
2024 Q1	$394K	Sell	8,675 -760	-8%	-$34K	0.11%	59
2023 Q4	$470K	Sell	9,435 -665	-7%	-$27.4K	0.15%	53
2023 Q3	$374K	Sell	10,100 -3,035	-23%	-$123K	0.13%	62
2023 Q2	$528K	Hold	13,135	–	–	0.17%	60
2023 Q1	$449K	Sell	13,135 -3,000	-19%	-$126K	0.15%	62
2022 Q4	$646K	Sell	16,135 -3,040	-16%	-$131K	0.23%	56
2022 Q3	$759K	Sell	19,175 -3,050	-14%	-$123K	0.29%	51
2022 Q2	$834K	Sell	22,225 -3,000	-12%	-$118K	0.3%	49
2022 Q1	$1.08M	Sell	25,225 -3,000	-11%	-$140K	0.32%	48
2021 Q4	$1.31M	Sell	28,225 -5,020	-15%	-$229K	0.37%	45
2021 Q3	$1.43M	Hold	33,245	–	–	0.45%	43
2021 Q2	$1.4M	Sell	33,245 -3,000	-8%	-$125K	0.44%	45
2021 Q1	$1.48M	Sell	36,245 -3,000	-8%	-$118K	0.47%	46
2020 Q4	$1.23M	Sell	39,245 -3,000	-7%	-$81K	0.4%	45
2020 Q3	$901K	Sell	42,245 -3,000	-7%	-$69.9K	0.32%	47
2020 Q2	$1.06M	Sell	45,245 -3,000	-6%	-$64.3K	0.4%	46
2020 Q1	$806K	Sell	48,245 -3,100	-6%	-$79.7K	0.35%	46
2019 Q4	$1.57M	Sell	51,345 -3,085	-6%	-$90.5K	0.56%	41
2019 Q3	$1.48M	Hold	54,430	–	–	0.56%	40
2019 Q2	$1.64M	Sell	54,430 -3,000	-5%	-$93K	0.61%	40
2019 Q1	$1.66M	Sell	57,430 -3,000	-5%	-$90.8K	0.65%	38
2018 Q4	$1.38M	Sell	60,430 -3,000	-5%	-$83.2K	0.61%	39
2018 Q3	$2.41M	Sell	63,430 -3,000	-5%	-$123K	0.91%	34
2018 Q2	$2.99M	Sell	66,430 -3,025	-4%	-$144K	1.27%	29
2018 Q1	$3.35M	Sell	69,455 -3,000	-4%	-$152K	1.43%	28
2017 Q4	$3.51M	Sell	72,455 -3,045	-4%	-$141K	1.45%	28
2017 Q3	$3.63M	Sell	75,500 -3,402	-4%	-$152K	1.89%	22
2017 Q2	$3.7M	Sell	78,902 -3,100	-4%	-$147K	2%	21
2017 Q1	$4.26M	Sell	82,002 -3,175	-4%	-$171K	2.37%	18
2016 Q4	$4.48M	Sell	85,177 -1,175	-1%	-$52.3K	2.59%	17
2016 Q3	$3.32M	Sell	86,352 -3,175	-4%	-$120K	1.91%	19
2016 Q2	$3.36M	Sell	89,527 -2,535	-3%	-$99.9K	2.22%	17
2016 Q1	$3.86M	Sell	92,062 -3,250	-3%	-$137K	2.56%	15
2015 Q4	$4.71M	Sell	95,312 -1,025	-1%	-$51.5K	3.29%	8
2015 Q3	$4.22M	Sell	96,337 -969	-1%	-$42.2K	3%	9
2015 Q2	$4.45M	Sell	97,306 -80	-0.1%	-$3.4K	2.87%	8
2015 Q1	$3.6M	Sell	97,386 -872	-0.9%	-$31.1K	2.3%	15
2014 Q4	$3.73M	Sell	98,258 -1,900	-2%	-$66.3K	2.45%	15
2014 Q3	$3.16M	Buy	+100,158	New	+$3.23M	2.17%	15

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Michael J. Puzo's OZK Position: Q1 2026 in Review

Michael J. Puzo sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 5,390 shares — an estimated $248K sold.

Michael J. Puzo first reported a position in OZK in Q3 2014 and held it in 46 quarters. The position peaked at $4.71M in Q4 2015. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Michael J. Puzo reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
Michael J. Puzo sold 5,390 Bank OZK shares in Q1 2026, an estimated $248K.
Michael J. Puzo first reported a position in Bank OZK in Q3 2014 and held it in 46 quarters.
Michael J. Puzo's Bank OZK position peaked at $4.71M in Q4 2015.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.