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Mirabella Financial Services’s Bank OZK OZK Stock Holding History

Mirabella Financial Services’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 		$852K Buy
+16,347
New +$796K 0.08% 123
2022
Q3 		– Sell
-9,560
Closed -$359K – 497
2022
Q2 		$359K Buy
+9,560
New +$377K 0.04% 302

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State Street
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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mirabella Financial Services's OZK Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Bank OZK (OZK) in Q2 2026: 16,347 shares worth $852K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in OZK as recently as Q2 2022.

Mirabella Financial Services first reported a position in OZK in Q2 2022 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Mirabella Financial Services held 16,347 shares of Bank OZK worth $852K as of Q2 2026.
  • Bank OZK was a new Mirabella Financial Services position in Q2 2026.
  • Bank OZK made up 0.08% of Mirabella Financial Services's portfolio in Q2 2026, its #123 holding.
  • Mirabella Financial Services first reported a position in Bank OZK in Q2 2022 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.