Northwestern Mutual Wealth Management
OZK icon

Northwestern Mutual Wealth Management’s Bank OZK OZK Stock Holding History

Northwestern Mutual Wealth Management’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 		$463K Sell
10,093
-986
-9% -$46.5K ﹤0.01% 1589
2025
Q4 		$510K Buy
11,079
+721
+7% +$33.7K ﹤0.01% 1522
2025
Q3 		$528K Buy
10,358
+127
+1% +$6.49K ﹤0.01% 1441
2025
Q2 		$481K Buy
10,231
+182
+2% +$7.96K ﹤0.01% 1397
2025
Q1 		$437K Sell
10,049
-72
-0.7% -$3.41K ﹤0.01% 1383
2024
Q4 		$451K Buy
10,121
+91
+0.9% +$4.16K ﹤0.01% 1366
2024
Q3 		$431K Buy
10,030
+59
+0.6% +$2.51K ﹤0.01% 1356
2024
Q2 		$409K Buy
9,971
+7
+0.1% +$305 ﹤0.01% 1333
2024
Q1 		$453K Buy
9,964
+3
+0% +$134 ﹤0.01% 1279
2023
Q4 		$496K Hold
9,961
– – ﹤0.01% 1208
2023
Q3 		$369K Hold
9,961
– – ﹤0.01% 1262
2023
Q2 		$400K Sell
9,961
-573
-5% -$20.6K ﹤0.01% 1225
2023
Q1 		$360K Buy
10,534
+201
+2% +$8.44K ﹤0.01% 1240
2022
Q4 		$414K Buy
10,333
+39
+0.4% +$1.67K ﹤0.01% 1162
2022
Q3 		$407K Buy
10,294
+38
+0.4% +$1.53K ﹤0.01% 1138
2022
Q2 		$385K Sell
10,256
-150
-1% -$5.92K ﹤0.01% 1159
2022
Q1 		$444K Sell
10,406
-826
-7% -$38.5K ﹤0.01% 1125
2021
Q4 		$523K Buy
11,232
+1,099
+11% +$50.1K ﹤0.01% 1060
2021
Q3 		$435K Buy
10,133
+6
+0.1% +$250 ﹤0.01% 1044
2021
Q2 		$427K Buy
10,127
+41
+0.4% +$1.71K ﹤0.01% 1039
2021
Q1 		$412K Buy
10,086
+6
+0.1% +$236 ﹤0.01% 989
2020
Q4 		$315K Buy
10,080
+120
+1% +$3.24K ﹤0.01% 984
2020
Q3 		$212K Buy
9,960
+9,705
+3,806% +$226K ﹤0.01% 1008
2020
Q2 		$6K Sell
255
-2,272
-90% -$48.7K ﹤0.01% 2041
2020
Q1 		$42K Hold
2,527
– – ﹤0.01% 1461
2019
Q4 		$77K Hold
2,527
– – ﹤0.01% 1288
2019
Q3 		$69K Sell
2,527
-70
-3% -$1.95K ﹤0.01% 1302
2019
Q2 		$78K Sell
2,597
-101
-4% -$3.13K ﹤0.01% 1226
2019
Q1 		$78K Buy
2,698
+171
+7% +$5.18K ﹤0.01% 1184
2018
Q4 		$58K Sell
2,527
-875
-26% -$24.3K ﹤0.01% 1184
2018
Q3 		$129K Sell
3,402
-67
-2% -$2.75K ﹤0.01% 951
2018
Q2 		$156K Buy
3,469
+67
+2% +$3.19K ﹤0.01% 841
2018
Q1 		$164K Sell
3,402
-57
-2% -$2.88K ﹤0.01% 798
2017
Q4 		$167K Buy
3,459
+1,852
+115% +$86K ﹤0.01% 773
2017
Q3 		$77K Buy
1,607
+477
+42% +$21.2K ﹤0.01% 968
2017
Q2 		$53K Sell
1,130
-100
-8% -$4.75K ﹤0.01% 1074
2017
Q1 		$64K Sell
1,230
-134
-10% -$7.21K ﹤0.01% 962
2016
Q4 		$72K Buy
+1,364
New +$60.7K ﹤0.01% 917
2016
Q3 		– Sell
-562
Closed -$21K – 1116
2016
Q2 		$21K Buy
562
+365
+185% +$14.4K ﹤0.01% 1156
2016
Q1 		$8K Buy
197
+39
+25% +$1.64K ﹤0.01% 1511
2015
Q4 		$8K Buy
+158
New +$7.94K ﹤0.01% 1220
2015
Q3 		– Sell
-88
Closed -$4K – 1787
2015
Q2 		$4K Hold
88
– – ﹤0.01% 1161
2015
Q1 		$3K Hold
88
– – ﹤0.01% 1311
2014
Q4 		$3K Hold
88
– – ﹤0.01% 1424
2014
Q3 		$3K Hold
88
– – ﹤0.01% 1127
2014
Q2 		$3K Hold
88
– – ﹤0.01% 1110
2014
Q1 		$3K Sell
88
-312
-78% -$9.7K ﹤0.01% 1092
2013
Q4 		$11K Hold
400
– – ﹤0.01% 906
2013
Q3 		$10K Hold
400
– – ﹤0.01% 876
2013
Q2 		$9K Buy
+400
New +$8.52K ﹤0.01% 868

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

Northwestern Mutual Wealth Management's OZK Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Bank OZK (OZK) stake by 8.9% in Q1 2026, selling an estimated $46.5K and leaving 10,093 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Northwestern Mutual Wealth Management first reported a position in OZK in Q2 2013 and has held it in 50 quarters since. The position peaked at $528K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,093 shares of Bank OZK worth $463K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 986 Bank OZK shares in Q1 2026, an estimated $46.5K.
  • Bank OZK made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1589 holding.
  • Northwestern Mutual Wealth Management first reported a position in Bank OZK in Q2 2013 and has held it in 50 quarters since.
  • Northwestern Mutual Wealth Management's Bank OZK position peaked at $528K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.