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PWMG
Private Wealth Management Group’s
Bank OZK
OZK
Stock Holding History
Private 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
Q1
–
Sell
-159
Closed
-$7.32K
–
1520
2025
Q4
$7.32K
Hold
159
–
–
﹤0.01%
620
2025
Q3
$8.11K
Hold
159
–
–
﹤0.01%
592
2025
Q2
$7.48K
Hold
159
–
–
﹤0.01%
592
2025
Q1
$6.91K
Sell
159
-34
-18%
-$1.61K
﹤0.01%
598
2024
Q4
$8.6K
Sell
193
-2
-1%
-$91
﹤0.01%
540
2024
Q3
$8.38K
Hold
195
–
–
﹤0.01%
510
2024
Q2
$8K
Buy
195
+36
+23%
+$1.57K
﹤0.01%
514
2024
Q1
$7.23K
Hold
159
–
–
﹤0.01%
505
2023
Q4
$7.92K
Buy
+159
New
+$6.55K
﹤0.01%
466
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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