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Reyes Financial Architecture’s Bank OZK OZK Stock Holding History

Reyes Financial Architecture’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
-1,439
Closed -$66.2K – 412
2025
Q4 		$66.2K Sell
1,439
-11
-0.8% -$515 0.04% 158
2025
Q3 		$73.9K Buy
1,450
+408
+39% +$20.8K 0.05% 145
2025
Q2 		$49K Sell
1,042
-1,275
-55% -$55.8K 0.04% 174
2025
Q1 		$101K Buy
2,317
+524
+29% +$24.8K 0.07% 120
2024
Q4 		$79.8K Buy
+1,793
New +$82K 0.06% 128

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Reyes Financial Architecture's OZK Position: Q1 2026 in Review

Reyes Financial Architecture sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 1,439 shares — an estimated $66.2K sold.

Reyes Financial Architecture first reported a position in OZK in Q4 2024 and held it in 5 quarters. The position peaked at $101K in Q1 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Reyes Financial Architecture reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Reyes Financial Architecture sold 1,439 Bank OZK shares in Q1 2026, an estimated $66.2K.
  • Reyes Financial Architecture first reported a position in Bank OZK in Q4 2024 and held it in 5 quarters.
  • Reyes Financial Architecture's Bank OZK position peaked at $101K in Q1 2025.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Reyes Financial Architecture's 13F filing for Q1 2026, filed 12 May 2026.