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Rialto Wealth Management’s Bank OZK OZK Stock Holding History

Rialto Wealth Management’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 		$1.82K Buy
35
+17
+94% +$828 ﹤0.01% 1145
2026
Q1 		$827 Buy
18
+4
+29% +$188 ﹤0.01% 1176
2025
Q4 		$645 Buy
14
+2
+17% +$94 ﹤0.01% 1153
2025
Q3 		$612 Buy
12
+4
+50% +$204 ﹤0.01% 1122
2025
Q2 		$377 Buy
+8
New +$350 ﹤0.01% 1239

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rialto Wealth Management's OZK Position: Q2 2026 in Review

Rialto Wealth Management increased its Bank OZK (OZK) stake by 94% in Q2 2026, buying an estimated $828 and bringing the position to 35 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Rialto Wealth Management first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Rialto Wealth Management held 35 shares of Bank OZK worth $1.82K as of Q2 2026.
  • Rialto Wealth Management bought 17 Bank OZK shares in Q2 2026, an estimated $828.
  • Bank OZK made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1145 holding.
  • Rialto Wealth Management first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.