Private Advisor Group’s Bank OZK OZK Stock Holding History

Private Advisor 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	$215K	Sell	4,689 -145	-3%	-$6.83K	﹤0.01%	2420
2025 Q4	$222K	Sell	4,834 -998	-17%	-$46.7K	﹤0.01%	2335
2025 Q3	$297K	Sell	5,832 -1,911	-25%	-$97.6K	﹤0.01%	2098
2025 Q2	$364K	Buy	7,743 +1,963	+34%	+$85.9K	﹤0.01%	1858
2025 Q1	$251K	Buy	+5,780	New	+$273K	﹤0.01%	1973
2024 Q2	–	Sell	-4,805	Closed	-$218K	–	2429
2024 Q1	$218K	Buy	+4,805	New	+$215K	﹤0.01%	2062
2023 Q4	–	Sell	-7,366	Closed	-$273K	–	2434
2023 Q3	$273K	Buy	7,366 +165	+2%	+$6.68K	﹤0.01%	1690
2023 Q2	$314K	Buy	+7,201	New	+$258K	﹤0.01%	1601
2020 Q3	–	Sell	-1,828	Closed	-$43K	–	2863
2020 Q2	$43K	Buy	+1,828	New	+$39.2K	﹤0.01%	2180
2018 Q3	–	Sell	-4,807	Closed	-$217K	–	1639
2018 Q2	$217K	Buy	+4,807	New	+$229K	﹤0.01%	1144

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Advisor Group's OZK Position: Q1 2026 in Review

Private Advisor Group reduced its Bank OZK (OZK) stake by 3% in Q1 2026, selling an estimated $6.83K and leaving 4,689 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Private Advisor Group first reported a position in OZK in Q2 2018 and has held it in 10 quarters since. The position peaked at $364K in Q2 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Private Advisor Group held 4,689 shares of Bank OZK worth $215K as of Q1 2026.
Private Advisor Group sold 145 Bank OZK shares in Q1 2026, an estimated $6.83K.
Bank OZK made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2420 holding.
Private Advisor Group first reported a position in Bank OZK in Q2 2018 and has held it in 10 quarters since.
Private Advisor Group's Bank OZK position peaked at $364K in Q2 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.