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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

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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Wealth Management Group's OZK Position: Q1 2026 in Review

Private Wealth Management Group sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 159 shares — an estimated $7.32K sold.

Private Wealth Management Group first reported a position in OZK in Q4 2023 and held it in 9 quarters. The position peaked at $8.6K in Q4 2024. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Private Wealth Management Group reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 159 Bank OZK shares in Q1 2026, an estimated $7.32K.
  • Private Wealth Management Group first reported a position in Bank OZK in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Bank OZK position peaked at $8.6K in Q4 2024.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.