Prestige Wealth Management Group’s Bank OZK OZK Stock Holding History

Prestige Wealth Management 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 Q2	$1.56K	Hold	30	–	–	﹤0.01%	807
2026 Q1	$1.38K	Hold	30	–	–	﹤0.01%	814
2025 Q4	$1.38K	Hold	30	–	–	﹤0.01%	831
2025 Q3	$1.53K	Hold	30	–	–	﹤0.01%	794
2025 Q2	$1.41K	Hold	30	–	–	﹤0.01%	801
2025 Q1	$1.3K	Hold	30	–	–	﹤0.01%	809
2024 Q4	$1.34K	Hold	30	–	–	﹤0.01%	843
2024 Q3	$1.29K	Hold	30	–	–	﹤0.01%	847
2024 Q2	$1.23K	Hold	30	–	–	﹤0.01%	800
2024 Q1	$1.36K	Hold	30	–	–	﹤0.01%	832
2023 Q4	$1.5K	Hold	30	–	–	﹤0.01%	810
2023 Q3	$1.11K	Hold	30	–	–	﹤0.01%	869
2023 Q2	$1.21K	Hold	30	–	–	﹤0.01%	881
2023 Q1	$1.03K	Buy	+30	New	+$1.26K	﹤0.01%	891
2019 Q3	–	Sell	-7,016	Closed	-$211K	–	628
2019 Q2	$211K	Sell	7,016 -1,884	-21%	-$58.4K	0.13%	106
2019 Q1	$258K	Buy	8,900 +247	+3%	+$7.48K	0.16%	100
2018 Q4	$198K	Buy	+8,653	New	+$240K	0.15%	111

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Prestige Wealth Management Group's OZK Position: Q2 2026 in Review

Prestige Wealth Management Group held its Bank OZK (OZK) position steady in Q2 2026 at 30 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Prestige Wealth Management Group first reported a position in OZK in Q4 2018 and has held it in 17 quarters since. The position peaked at $258K in Q1 2019. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Prestige Wealth Management Group held 30 shares of Bank OZK worth $1.56K as of Q2 2026.
Prestige Wealth Management Group left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #807 holding.
Prestige Wealth Management Group first reported a position in Bank OZK in Q4 2018 and has held it in 17 quarters since.
Prestige Wealth Management Group's Bank OZK position peaked at $258K in Q1 2019.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.