MML Investors Services’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Sell |
64,505
-6,494
| -9% | -$306K | 0.01% | 1097 |
|
|
2025
Q4 | $3.27M | Buy |
70,999
+9,648
| +16% | +$451K | 0.01% | 1101 |
|
|
2025
Q3 | $3.13M | Buy |
61,351
+1,375
| +2% | +$70.2K | 0.01% | 1070 |
|
|
2025
Q2 | $2.82M | Buy |
59,976
+23,066
| +62% | +$1.01M | 0.01% | 1066 |
|
|
2025
Q1 | $1.6M | Buy |
36,910
+11,461
| +45% | +$542K | 0.01% | 1310 |
|
|
2024
Q4 | $1.13M | Buy |
25,449
+3,997
| +19% | +$183K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $922K | Buy |
21,452
+1,105
| +5% | +$47K | ﹤0.01% | 1494 |
|
|
2024
Q2 | $834K | Sell |
20,347
-1,135
| -5% | -$49.4K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $977K | Buy |
21,482
+2,423
| +13% | +$108K | ﹤0.01% | 1437 |
|
|
2023
Q4 | $950K | Buy |
19,059
+10,987
| +136% | +$453K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $299K | Buy |
8,072
+1,050
| +15% | +$42.5K | ﹤0.01% | 1930 |
|
|
2023
Q2 | $282K | Buy |
7,022
+772
| +12% | +$27.7K | ﹤0.01% | 1970 |
|
|
2023
Q1 | $214K | Sell |
6,250
-955
| -13% | -$40.1K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $289K | Buy |
7,205
+197
| +3% | +$8.46K | ﹤0.01% | 1807 |
|
|
2022
Q3 | $277K | Buy |
7,008
+551
| +9% | +$22.2K | ﹤0.01% | 1729 |
|
|
2022
Q2 | $242K | Sell |
6,457
-1,399
| -18% | -$55.2K | ﹤0.01% | 1797 |
|
|
2022
Q1 | $335K | Sell |
7,856
-40
| -0.5% | -$1.86K | ﹤0.01% | 1655 |
|
|
2021
Q4 | $367K | Buy |
7,896
+2,722
| +53% | +$124K | ﹤0.01% | 1577 |
|
|
2021
Q3 | $222K | Sell |
5,174
-344
| -6% | -$14.3K | ﹤0.01% | 1819 |
|
|
2021
Q2 | $233K | Buy |
5,518
+199
| +4% | +$8.3K | ﹤0.01% | 1757 |
|
|
2021
Q1 | $217K | Buy |
+5,319
| New | +$209K | ﹤0.01% | 1684 |
|
|
2020
Q1 | – | Sell |
-8,614
| Closed | -$263K | – | 1502 |
|
|
2019
Q4 | $263K | Sell |
8,614
-437
| -5% | -$12.8K | ﹤0.01% | 1306 |
|
|
2019
Q3 | $247K | Buy |
9,051
+799
| +10% | +$22.2K | ﹤0.01% | 1294 |
|
|
2019
Q2 | $248K | Buy |
8,252
+318
| +4% | +$9.86K | ﹤0.01% | 1398 |
|
|
2019
Q1 | $230K | Buy |
+7,934
| New | +$240K | ﹤0.01% | 1408 |
|
|
2018
Q4 | – | Sell |
-10,387
| Closed | -$394K | – | 1584 |
|
|
2018
Q3 | $394K | Buy |
10,387
+1,848
| +22% | +$75.9K | 0.01% | 1131 |
|
|
2018
Q2 | $385K | Buy |
8,539
+461
| +6% | +$22K | 0.01% | 963 |
|
|
2018
Q1 | $390K | Sell |
8,078
-565
| -7% | -$28.6K | 0.01% | 951 |
|
|
2017
Q4 | $419K | Buy |
8,643
+1,660
| +24% | +$77.1K | 0.01% | 930 |
|
|
2017
Q3 | $336K | Buy |
6,983
+1,410
| +25% | +$62.8K | 0.01% | 957 |
|
|
2017
Q2 | $261K | Buy |
5,573
+400
| +8% | +$19K | 0.01% | 1048 |
|
|
2017
Q1 | $269K | Buy |
+5,173
| New | +$278K | 0.01% | 637 |
|
Other funds holding OZK
WA
VPM
VCM
MML Investors Services's OZK Position: Q1 2026 in Review
MML Investors Services reduced its Bank OZK (OZK) stake by 9.1% in Q1 2026, selling an estimated $306K and leaving 64,505 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1097.
MML Investors Services first reported a position in OZK in Q1 2017 and has held it in 32 quarters since. The position peaked at $3.27M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- MML Investors Services held 64,505 shares of Bank OZK worth $2.96M as of Q1 2026.
- MML Investors Services sold 6,494 Bank OZK shares in Q1 2026, an estimated $306K.
- Bank OZK made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1097 holding.
- MML Investors Services first reported a position in Bank OZK in Q1 2017 and has held it in 32 quarters since.
- MML Investors Services's Bank OZK position peaked at $3.27M in Q4 2025.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.