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Newbridge Financial Services Group’s Bank OZK OZK Stock Holding History

Newbridge Financial Services Group’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
-27
Closed -$1.24K – 1232
2025
Q4 		$1.24K Hold
27
– – ﹤0.01% 1059
2025
Q3 		$1.38K Hold
27
– – ﹤0.01% 1163
2025
Q2 		$1.27K Hold
27
– – ﹤0.01% 1177
2025
Q1 		$1.17K Hold
27
– – ﹤0.01% 938
2024
Q4 		$1.2K Buy
+27
New +$1.24K ﹤0.01% 1005

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Newbridge Financial Services Group's OZK Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 27 shares — an estimated $1.24K sold.

Newbridge Financial Services Group first reported a position in OZK in Q4 2024 and held it in 5 quarters. The position peaked at $1.38K in Q3 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 27 Bank OZK shares in Q1 2026, an estimated $1.24K.
  • Newbridge Financial Services Group first reported a position in Bank OZK in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's Bank OZK position peaked at $1.38K in Q3 2025.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.