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Parcion Private Wealth’s Bank OZK OZK Stock Holding History

Parcion Private Wealth’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 		$216K Buy
+4,148
New +$202K 0.01% 470
2020
Q1 		– Sell
-8,330
Closed -$254K – 219
2019
Q4 		$254K Buy
+8,330
New +$244K 0.06% 174

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 $3.38T AUM 44.17% 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
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

Parcion Private Wealth's OZK Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Bank OZK (OZK) in Q2 2026: 4,148 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in OZK as recently as Q4 2019.

Parcion Private Wealth first reported a position in OZK in Q4 2019 and has held it in 2 quarters since. The position peaked at $254K in Q4 2019. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Parcion Private Wealth held 4,148 shares of Bank OZK worth $216K as of Q2 2026.
  • Bank OZK was a new Parcion Private Wealth position in Q2 2026.
  • Bank OZK made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #470 holding.
  • Parcion Private Wealth first reported a position in Bank OZK in Q4 2019 and has held it in 2 quarters since.
  • Parcion Private Wealth's Bank OZK position peaked at $254K in Q4 2019.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.